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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mather Group's CRM Position: Q2 2026 in Review

Mather Group reduced its Salesforce (CRM) stake by 3.4% in Q2 2026, selling an estimated $27.3K and leaving 4,428 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #460.

Mather Group first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.2M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Mather Group held 4,428 shares of Salesforce worth $694K as of Q2 2026.
  • Mather Group sold 155 Salesforce shares in Q2 2026, an estimated $27.3K.
  • Salesforce made up 0.01% of Mather Group's portfolio in Q2 2026, its #460 holding.
  • Mather Group first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
  • Mather Group's Salesforce position peaked at $3.2M in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.