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Mayfair Advisory Group’s Salesforce CRM Stock Holding History

Mayfair Advisory 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 		– Sell
-1,222
Closed -$228K – 190
2026
Q1 		$228K Buy
+1,222
New +$253K 0.08% 157
2025
Q4 		– Sell
-910
Closed -$216K – 182
2025
Q3 		$216K Buy
+910
New +$230K 0.09% 172
2021
Q1 		– Sell
-912
Closed -$203K – 91
2020
Q4 		$203K Buy
+912
New +$222K 0.4% 80

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

Mayfair Advisory Group's CRM Position: Q2 2026 in Review

Mayfair Advisory Group sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,222 shares — an estimated $228K sold.

Mayfair Advisory Group first reported a position in CRM in Q4 2020 and held it in 3 quarters. The position peaked at $228K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Mayfair Advisory Group reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Mayfair Advisory Group sold 1,222 Salesforce shares in Q2 2026, an estimated $228K.
  • Mayfair Advisory Group first reported a position in Salesforce in Q4 2020 and held it in 3 quarters.
  • Mayfair Advisory Group's Salesforce position peaked at $228K in Q1 2026.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.