MB, Levis & Associates’s Salesforce CRM Stock Holding History

MB, Levis & Associates’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	$48.7K	Hold	311	–	–	0.02%	108
2026 Q1	$58.1K	Hold	311	–	–	0.02%	98
2025 Q4	$82.4K	Hold	311	–	–	0.03%	87
2025 Q3	$73.7K	Hold	311	–	–	0.03%	94
2025 Q2	$84.8K	Hold	311	–	–	0.04%	98
2025 Q1	$83.5K	Hold	311	–	–	0.04%	98
2024 Q4	$104K	Hold	311	–	–	0.05%	80
2024 Q3	$85.1K	Hold	311	–	–	0.04%	94
2024 Q2	$80K	Hold	311	–	–	0.04%	93
2024 Q1	$93.7K	Hold	311	–	–	0.05%	87
2023 Q4	$81.8K	Hold	311	–	–	0.05%	90
2023 Q3	$63.1K	Hold	311	–	–	0.04%	103
2023 Q2	$65.7K	Hold	311	–	–	0.04%	101
2023 Q1	$62.1K	Hold	311	–	–	0.04%	103
2022 Q4	$41.2K	Buy	+311	New	+$45.4K	0.03%	115

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MB, Levis & Associates's CRM Position: Q2 2026 in Review

MB, Levis & Associates held its Salesforce (CRM) position steady in Q2 2026 at 311 shares worth $48.7K. The position accounts for 0.02% of the portfolio, ranked #108.

MB, Levis & Associates first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $104K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

MB, Levis & Associates held 311 shares of Salesforce worth $48.7K as of Q2 2026.
MB, Levis & Associates left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.02% of MB, Levis & Associates's portfolio in Q2 2026, its #108 holding.
MB, Levis & Associates first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
MB, Levis & Associates's Salesforce position peaked at $104K in Q4 2024.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.