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Mayflower Financial Advisors’s Salesforce CRM Stock Holding History

Mayflower Financial Advisors’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 		$422K Sell
2,695
-255
-9% -$44.8K 0.04% 314
2026
Q1 		$551K Buy
2,950
+341
+13% +$70.7K 0.07% 249
2025
Q4 		$691K Sell
2,609
-23
-0.9% -$5.72K 0.08% 203
2025
Q3 		$624K Sell
2,632
-753
-22% -$190K 0.08% 217
2025
Q2 		$923K Sell
3,385
-148
-4% -$39.6K 0.13% 159
2025
Q1 		$948K Sell
3,533
-8
-0.2% -$2.49K 0.14% 149
2024
Q4 		$1.18M Sell
3,541
-151
-4% -$48.2K 0.18% 119
2024
Q3 		$1.01M Buy
3,692
+19
+0.5% +$4.87K 0.15% 139
2024
Q2 		$944K Buy
3,673
+191
+5% +$51.1K 0.16% 137
2024
Q1 		$1.05M Buy
3,482
+71
+2% +$20.5K 0.18% 124
2023
Q4 		$898K Buy
3,411
+41
+1% +$9.28K 0.12% 144
2023
Q3 		$683K Sell
3,370
-39
-1% -$8.43K 0.1% 156
2023
Q2 		$720K Buy
3,409
+251
+8% +$51.2K 0.09% 160
2023
Q1 		$631K Sell
3,158
-24
-0.8% -$4.05K 0.08% 174
2022
Q4 		$422K Sell
3,182
-477
-13% -$69.6K 0.06% 221
2022
Q3 		$526K Sell
3,659
-342
-9% -$58K 0.08% 177
2022
Q2 		$660K Sell
4,001
-290
-7% -$51.2K 0.1% 153
2022
Q1 		$911K Buy
4,291
+497
+13% +$107K 0.12% 123
2021
Q4 		$964K Buy
3,794
+46
+1% +$12.9K 0.13% 114
2021
Q3 		$1.1M Buy
3,748
+89
+2% +$22.6K 0.15% 98
2021
Q2 		$894K Buy
3,659
+515
+16% +$119K 0.12% 113
2021
Q1 		$666K Sell
3,144
-1,048
-25% -$233K 0.1% 138
2020
Q4 		$933K Buy
+4,192
New +$1.02M 0.16% 97

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Mayflower Financial Advisors's CRM Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Salesforce (CRM) stake by 8.6% in Q2 2026, selling an estimated $44.8K and leaving 2,695 shares worth $422K. The position accounts for 0.04% of the portfolio, ranked #314.

Mayflower Financial Advisors first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.18M in Q4 2024. 896 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Mayflower Financial Advisors held 2,695 shares of Salesforce worth $422K as of Q2 2026.
  • Mayflower Financial Advisors sold 255 Salesforce shares in Q2 2026, an estimated $44.8K.
  • Salesforce made up 0.04% of Mayflower Financial Advisors's portfolio in Q2 2026, its #314 holding.
  • Mayflower Financial Advisors first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's Salesforce position peaked at $1.18M in Q4 2024.
  • 896 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.