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 Q3	$438K	Buy	1,908 +119	+7%	+$24.5K	0.02%	302
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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

McAdam LLC's CRM Position: Q3 2026 in Review

McAdam LLC increased its Salesforce (CRM) stake by 6.7% in Q3 2026, buying an estimated $24.5K and bringing the position to 1,908 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #302.

McAdam LLC first reported a position in CRM in Q1 2024 and has held it in 11 quarters since. The position peaked at $462K in Q4 2025. 985 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

McAdam LLC held 1,908 shares of Salesforce worth $438K as of Q3 2026.
McAdam LLC bought 119 Salesforce shares in Q3 2026, an estimated $24.5K.
Salesforce made up 0.02% of McAdam LLC's portfolio in Q3 2026, its #302 holding.
McAdam LLC first reported a position in Salesforce in Q1 2024 and has held it in 11 quarters since.
McAdam LLC's Salesforce position peaked at $462K in Q4 2025.
985 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.