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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mayfair Advisory Group's CRM Position: Q1 2026 in Review

Mayfair Advisory Group opened a new position in Salesforce (CRM) in Q1 2026: 1,222 shares worth $228K. The stake represents 0.08% of the portfolio and ranks #157 among its holdings. This is a return to the name: Mayfair Advisory Group previously reported a position in CRM as recently as Q3 2025.

Mayfair Advisory Group first reported a position in CRM in Q4 2020 and has held it in 3 quarters since. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Mayfair Advisory Group held 1,222 shares of Salesforce worth $228K as of Q1 2026.
Salesforce was a new Mayfair Advisory Group position in Q1 2026.
Salesforce made up 0.08% of Mayfair Advisory Group's portfolio in Q1 2026, its #157 holding.
Mayfair Advisory Group first reported a position in Salesforce in Q4 2020 and has held it in 3 quarters since.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.