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 Q3	$71.4K	Hold	311	–	–	0.03%	95
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

MB, Levis & Associates's CRM Position: Q3 2026 in Review

MB, Levis & Associates held its Salesforce (CRM) position steady in Q3 2026 at 311 shares worth $71.4K. The position accounts for 0.03% of the portfolio, ranked #95.

MB, Levis & Associates first reported a position in CRM in Q4 2022 and has held it in 16 quarters since. The position peaked at $104K in Q4 2024. 1,657 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

MB, Levis & Associates held 311 shares of Salesforce worth $71.4K as of Q3 2026.
MB, Levis & Associates left its Salesforce share count unchanged in Q3 2026.
Salesforce made up 0.03% of MB, Levis & Associates's portfolio in Q3 2026, its #95 holding.
MB, Levis & Associates first reported a position in Salesforce in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's Salesforce position peaked at $104K in Q4 2024.
1,657 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.