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MBL Wealth’s Salesforce CRM Stock Holding History

MBL Wealth’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
-1,617
Closed -$302K – 392
2026
Q1 		$302K Buy
1,617
+163
+11% +$33.8K 0.02% 262
2025
Q4 		$385K Buy
1,454
+261
+22% +$64.9K 0.03% 208
2025
Q3 		$283K Sell
1,193
-487
-29% -$123K 0.02% 215
2025
Q2 		$458K Sell
1,680
-1,200
-42% -$321K 0.04% 152
2025
Q1 		$773K Buy
2,880
+1,024
+55% +$318K 0.08% 112
2024
Q4 		$621K Buy
1,856
+625
+51% +$199K 0.06% 129
2024
Q3 		$337K Sell
1,231
-48
-4% -$12.3K 0.04% 155
2024
Q2 		$329K Sell
1,279
-5
-0.4% -$1.34K 0.04% 154
2024
Q1 		$387K Buy
1,284
+356
+38% +$103K 0.04% 139
2023
Q4 		$244K Buy
+928
New +$210K 0.03% 156

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

MBL Wealth's CRM Position: Q2 2026 in Review

MBL Wealth sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,617 shares — an estimated $302K sold.

MBL Wealth first reported a position in CRM in Q4 2023 and held it in 10 quarters. The position peaked at $773K in Q1 2025. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • MBL Wealth reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • MBL Wealth sold 1,617 Salesforce shares in Q2 2026, an estimated $302K.
  • MBL Wealth first reported a position in Salesforce in Q4 2023 and held it in 10 quarters.
  • MBL Wealth's Salesforce position peaked at $773K in Q1 2025.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.