MCM
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Mattern Capital Management’s Salesforce CRM Stock Holding History

Mattern Capital Management’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 		$1.82M Buy
11,649
+722
+7% +$127K 0.21% 91
2026
Q1 		$2.04M Buy
10,927
+5,947
+119% +$1.23M 0.24% 90
2025
Q4 		$1.32M Buy
4,980
+1,246
+33% +$310K 0.16% 108
2025
Q3 		$885K Buy
+3,734
New +$942K 0.1% 123

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

Mattern Capital Management's CRM Position: Q2 2026 in Review

Mattern Capital Management increased its Salesforce (CRM) stake by 6.6% in Q2 2026, buying an estimated $127K and bringing the position to 11,649 shares worth $1.82M. The position accounts for 0.21% of the portfolio, ranked #91.

Mattern Capital Management first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.04M in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Mattern Capital Management held 11,649 shares of Salesforce worth $1.82M as of Q2 2026.
  • Mattern Capital Management bought 722 Salesforce shares in Q2 2026, an estimated $127K.
  • Salesforce made up 0.21% of Mattern Capital Management's portfolio in Q2 2026, its #91 holding.
  • Mattern Capital Management first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • Mattern Capital Management's Salesforce position peaked at $2.04M in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mattern Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.