Mason Morfit’s Salesforce CRM Stock Holding History

Mason Morfit’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$469M	Hold	2,994,509	–	–	8.33%	6
2026 Q1	$559M	Hold	2,994,509	–	–	9.79%	3
2025 Q4	$793M	Buy	2,994,509 +96,000	+3%	+$23.9M	11.29%	1
2025 Q3	$687M	Hold	2,898,509	–	–	11.59%	2
2025 Q2	$790M	Hold	2,898,509	–	–	14.12%	2
2025 Q1	$778M	Hold	2,898,509	–	–	16.98%	1
2024 Q4	$969M	Sell	2,898,509 -1,015,800	-26%	-$324M	22.08%	1
2024 Q3	$1.07B	Hold	3,914,309	–	–	24.49%	1
2024 Q2	$1.01B	Buy	3,914,309 +428,000	+12%	+$115M	28.3%	1
2024 Q1	$1.05B	Hold	3,486,309	–	–	23.11%	1
2023 Q4	$917M	Hold	3,486,309	–	–	18.36%	1
2023 Q3	$707M	Hold	3,486,309	–	–	15.88%	2
2023 Q2	$737M	Hold	3,486,309	–	–	11.45%	5
2023 Q1	$696M	Buy	3,486,309 +2,926,088	+522%	+$494M	11.34%	4
2022 Q4	$74.3M	Buy	+560,221	New	+$81.7M	1.4%	8

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mason Morfit's CRM Position: Q2 2026 in Review

Mason Morfit held its Salesforce (CRM) position steady in Q2 2026 at 2,994,509 shares worth $469M. The position accounts for 8.33% of the portfolio, ranked #6.

Mason Morfit first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.07B in Q3 2024. 2,469 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Mason Morfit held 2,994,509 shares of Salesforce worth $469M as of Q2 2026.
Mason Morfit left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 8.33% of Mason Morfit's portfolio in Q2 2026, its #6 holding.
Mason Morfit first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
Mason Morfit's Salesforce position peaked at $1.07B in Q3 2024.
2,469 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on ValueAct Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.