Mather Group
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
Q3 		$694K Sell
3,023
-1,405
-32% -$290K 0.01% 464
2026
Q2 		$694K Sell
4,428
-155
-3% -$27.3K 0.01% 460
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

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Mather Group's CRM Position: Q3 2026 in Review

Mather Group reduced its Salesforce (CRM) stake by 32% in Q3 2026, selling an estimated $290K and leaving 3,023 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #464.

Mather Group first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.2M in Q4 2025. 773 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Mather Group held 3,023 shares of Salesforce worth $694K as of Q3 2026.
  • Mather Group sold 1,405 Salesforce shares in Q3 2026, an estimated $290K.
  • Salesforce made up 0.01% of Mather Group's portfolio in Q3 2026, its #464 holding.
  • Mather Group first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Mather Group's Salesforce position peaked at $3.2M in Q4 2025.
  • 773 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.