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McDonald Partners’s Salesforce CRM Stock Holding History

McDonald Partners’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 		$67.8K Sell
433
-12,044
-97% -$2.12M 0.02% 301
2026
Q1 		$2.33M Buy
+12,477
New +$2.59M 0.55% 51
2025
Q3 		– Sell
-1,745
Closed -$477K – 232
2025
Q2 		$477K Buy
1,745
+103
+6% +$27.5K 0.11% 179
2025
Q1 		$441K Buy
1,642
+844
+106% +$263K 0.11% 175
2024
Q4 		$267K Sell
798
-114
-13% -$36.4K 0.07% 210
2024
Q3 		$250K Buy
912
+11
+1% +$2.82K 0.06% 217
2024
Q2 		$232K Sell
901
-23
-2% -$6.15K 0.06% 225
2024
Q1 		$278K Sell
924
-35
-4% -$10.1K 0.08% 208
2023
Q4 		$252K Buy
+959
New +$217K 0.07% 204
2023
Q3 		– Sell
-979
Closed -$207K – 230
2023
Q2 		$207K Sell
979
-371
-27% -$75.7K 0.06% 224
2023
Q1 		$270K Sell
1,350
-468
-26% -$79.1K 0.09% 203
2022
Q4 		$241K Sell
1,818
-166
-8% -$24.2K 0.08% 201
2022
Q3 		$285K Sell
1,984
-135
-6% -$22.9K 0.11% 180
2022
Q2 		$350K Sell
2,119
-4
-0.2% -$707 0.09% 215
2022
Q1 		$451K Sell
2,123
-3,577
-63% -$770K 0.1% 211
2021
Q4 		$1.45M Buy
5,700
+3,706
+186% +$1.04M 1.34% 23
2021
Q3 		$541K Buy
1,994
+158
+9% +$40.1K 0.13% 183
2021
Q2 		$448K Buy
1,836
+129
+8% +$29.7K 0.11% 203
2021
Q1 		$362K Buy
1,707
+422
+33% +$93.9K 0.09% 210
2020
Q4 		$286K Buy
+1,285
New +$312K 0.08% 234

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

McDonald Partners's CRM Position: Q2 2026 in Review

McDonald Partners reduced its Salesforce (CRM) stake by 97% in Q2 2026, selling an estimated $2.12M and leaving 433 shares worth $67.8K. The position accounts for 0.02% of the portfolio, ranked #301.

McDonald Partners first reported a position in CRM in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.33M in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • McDonald Partners held 433 shares of Salesforce worth $67.8K as of Q2 2026.
  • McDonald Partners sold 12,044 Salesforce shares in Q2 2026, an estimated $2.12M.
  • Salesforce made up 0.02% of McDonald Partners's portfolio in Q2 2026, its #301 holding.
  • McDonald Partners first reported a position in Salesforce in Q4 2020 and has held it in 20 quarters since.
  • McDonald Partners's Salesforce position peaked at $2.33M in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.