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Maxi Investments CY’s Salesforce CRM Stock Holding History

Maxi Investments CY’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 		$5.48M Buy
35,000
+2,290
+7% +$403K 1.11% 26
2026
Q1 		$6.11M Sell
32,710
-14,300
-30% -$2.96M 1.33% 14
2025
Q4 		$12.5M Buy
47,010
+1,800
+4% +$447K 2.26% 9
2025
Q3 		$10.7M Buy
45,210
+12,900
+40% +$3.25M 2.23% 8
2025
Q2 		$8.81M Sell
32,310
-1,862
-5% -$498K 1.46% 17
2025
Q1 		$9.17M Buy
34,172
+28,316
+484% +$8.81M 1.83% 15
2024
Q4 		$1.96M Sell
5,856
-34,118
-85% -$10.9M 0.38% 43
2024
Q3 		$10.9M Sell
39,974
-4,953
-11% -$1.27M 2.92% 8
2024
Q2 		$11.6M Buy
44,927
+12,438
+38% +$3.33M 2.59% 7
2024
Q1 		$9.79M Hold
32,489
– – 2.62% 7
2023
Q4 		$8.55M Buy
32,489
+19,519
+150% +$4.42M 2.4% 9
2023
Q3 		$2.63M Hold
12,970
– – 1.22% 11
2023
Q2 		$2.74M Hold
12,970
– – 1.96% 16
2023
Q1 		$2.59M Hold
12,970
– – 1.85% 15
2022
Q4 		$1.72M Hold
12,970
– – 1.63% 23
2022
Q3 		$1.87M Hold
12,970
– – 1.41% 26
2022
Q2 		$2.14M Buy
12,970
+2,400
+23% +$424K 1.53% 25
2022
Q1 		$2.24M Buy
10,570
+8,600
+437% +$1.85M 1.32% 28
2021
Q4 		$501K Buy
+1,970
New +$554K 0.27% 47

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

Maxi Investments CY's CRM Position: Q2 2026 in Review

Maxi Investments CY increased its Salesforce (CRM) stake by 7% in Q2 2026, buying an estimated $403K and bringing the position to 35,000 shares worth $5.48M. The position accounts for 1.11% of the portfolio, ranked #26.

Maxi Investments CY first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.5M in Q4 2025. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Maxi Investments CY held 35,000 shares of Salesforce worth $5.48M as of Q2 2026.
  • Maxi Investments CY bought 2,290 Salesforce shares in Q2 2026, an estimated $403K.
  • Salesforce made up 1.11% of Maxi Investments CY's portfolio in Q2 2026, its #26 holding.
  • Maxi Investments CY first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Maxi Investments CY's Salesforce position peaked at $12.5M in Q4 2025.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Maxi Investments CY's 13F filing for Q2 2026, filed 13 Aug 2026.