MG
CRM icon

Mather Group’s Salesforce CRM Stock Holding History

Mather Group’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
Q1 		$856K Sell
4,583
-7,508
-62% -$1.56M 0.01% 367
2025
Q4 		$3.2M Buy
12,091
+1,453
+14% +$361K 0.03% 154
2025
Q3 		$2.52M Buy
10,638
+726
+7% +$183K 0.03% 176
2025
Q2 		$2.7M Sell
9,912
-323
-3% -$86.4K 0.03% 162
2025
Q1 		$2.75M Buy
10,235
+6,809
+199% +$2.12M 0.03% 152
2024
Q4 		$1.15M Buy
3,426
+357
+12% +$114K 0.01% 229
2024
Q3 		$840K Sell
3,069
-669
-18% -$171K 0.01% 264
2024
Q2 		$1.13M Buy
3,738
+1,958
+110% +$524K 0.01% 249
2024
Q1 		$468K Sell
1,780
-22
-1% -$6.35K 0.01% 353
2023
Q4 		$474K Sell
1,802
-45
-2% -$10.2K 0.01% 359
2023
Q3 		$374K Buy
1,847
+636
+53% +$137K 0.01% 388
2023
Q2 		$256K Sell
1,211
-229
-16% -$46.7K ﹤0.01% 486
2023
Q1 		$288K Buy
+1,440
New +$243K 0.01% 409
2022
Q4 		– Sell
-2,995
Closed -$431K – 483
2022
Q3 		$431K Sell
2,995
-360
-11% -$61K 0.01% 301
2022
Q2 		$554K Sell
3,355
-1,448
-30% -$256K 0.01% 237
2022
Q1 		$1.02M Buy
4,803
+1,806
+60% +$389K 0.02% 168
2021
Q4 		$762K Buy
2,997
+295
+11% +$82.9K 0.01% 174
2021
Q3 		$733K Sell
2,702
-101
-4% -$25.6K 0.02% 137
2021
Q2 		$685K Buy
2,803
+36
+1% +$8.3K 0.02% 133
2021
Q1 		$586K Buy
2,767
+879
+47% +$196K 0.02% 131
2020
Q4 		$420K Buy
1,888
+131
+7% +$31.9K 0.01% 150
2020
Q3 		$442K Buy
1,757
+18
+1% +$3.94K 0.02% 146
2020
Q2 		$326K Sell
1,739
-28
-2% -$4.72K 0.01% 163
2020
Q1 		$254K Buy
1,767
+105
+6% +$18K 0.02% 121
2019
Q4 		$270K Buy
+1,662
New +$261K 0.02% 138

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mather Group's CRM Position: Q1 2026 in Review

Mather Group reduced its Salesforce (CRM) stake by 62% in Q1 2026, selling an estimated $1.56M and leaving 4,583 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #367.

Mather Group first reported a position in CRM in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.2M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Mather Group held 4,583 shares of Salesforce worth $856K as of Q1 2026.
  • Mather Group sold 7,508 Salesforce shares in Q1 2026, an estimated $1.56M.
  • Salesforce made up 0.01% of Mather Group's portfolio in Q1 2026, its #367 holding.
  • Mather Group first reported a position in Salesforce in Q4 2019 and has held it in 25 quarters since.
  • Mather Group's Salesforce position peaked at $3.2M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.