MWC
CRM icon

MBM Wealth Consultants’s Salesforce CRM Stock Holding History

MBM Wealth Consultants’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
-20
Closed -$3.73K – 176
2026
Q1 		$3.73K Buy
+20
New +$4.14K ﹤0.01% 283
2023
Q1 		– Sell
-57
Closed -$8K – 293
2022
Q4 		$8K Buy
+57
New +$8.32K ﹤0.01% 240
2022
Q1 		– Sell
-118
Closed -$30K – 308
2021
Q4 		$30K Hold
118
– – 0.01% 195
2021
Q3 		$32K Hold
118
– – 0.01% 173
2021
Q2 		$29K Hold
118
– – 0.01% 169
2021
Q1 		$25K Buy
+118
New +$26.3K 0.01% 169

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

MBM Wealth Consultants's CRM Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Salesforce (CRM) in Q2 2026, closing a stake of 20 shares — an estimated $3.73K sold.

MBM Wealth Consultants first reported a position in CRM in Q1 2021 and held it in 6 quarters. The position peaked at $32K in Q3 2021. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 20 Salesforce shares in Q2 2026, an estimated $3.73K.
  • MBM Wealth Consultants first reported a position in Salesforce in Q1 2021 and held it in 6 quarters.
  • MBM Wealth Consultants's Salesforce position peaked at $32K in Q3 2021.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.