MW
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return