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McAdam LLC’s Salesforce CRM Stock Holding History

McAdam LLC’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 		$280K Buy
1,789
+22
+1% +$3.87K 0.01% 392
2026
Q1 		$330K Buy
1,767
+24
+1% +$4.97K 0.01% 323
2025
Q4 		$462K Buy
1,743
+134
+8% +$33.3K 0.02% 249
2025
Q3 		$381K Buy
1,609
+143
+10% +$36.1K 0.02% 255
2025
Q2 		$400K Buy
1,466
+718
+96% +$192K 0.02% 237
2025
Q1 		$201K Sell
748
-173
-19% -$53.8K 0.01% 328
2024
Q4 		$308K Buy
921
+137
+17% +$43.7K 0.02% 274
2024
Q3 		$215K Sell
784
-8
-1% -$2.05K 0.01% 305
2024
Q2 		$204K Buy
792
+45
+6% +$12K 0.01% 302
2024
Q1 		$225K Buy
+747
New +$216K 0.01% 273

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

McAdam LLC's CRM Position: Q2 2026 in Review

McAdam LLC increased its Salesforce (CRM) stake by 1.2% in Q2 2026, buying an estimated $3.87K and bringing the position to 1,789 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #392.

McAdam LLC first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $462K in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • McAdam LLC held 1,789 shares of Salesforce worth $280K as of Q2 2026.
  • McAdam LLC bought 22 Salesforce shares in Q2 2026, an estimated $3.87K.
  • Salesforce made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #392 holding.
  • McAdam LLC first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
  • McAdam LLC's Salesforce position peaked at $462K in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.