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MCF Advisors’s Salesforce CRM Stock Holding History

MCF Advisors’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 		$480K Buy
2,574
+1,603
+165% +$332K 0.02% 266
2025
Q4 		$258K Buy
971
+826
+570% +$205K 0.01% 271
2025
Q3 		$34.5K Buy
145
+7
+5% +$1.76K ﹤0.01% 480
2025
Q2 		$37.7K Buy
138
+44
+47% +$11.8K ﹤0.01% 449
2025
Q1 		$25.3K Sell
94
-137
-59% -$42.6K ﹤0.01% 501
2024
Q4 		$77.3K Buy
231
+90
+64% +$28.7K 0.01% 346
2024
Q3 		$38.6K Buy
141
+9
+7% +$2.31K ﹤0.01% 432
2024
Q2 		$33.9K Buy
132
+21
+19% +$5.62K ﹤0.01% 450
2024
Q1 		$33.5K Sell
111
-55
-33% -$15.9K ﹤0.01% 447
2023
Q4 		$43.7K Buy
166
+47
+39% +$10.6K ﹤0.01% 389
2023
Q3 		$24.1K Buy
119
+23
+24% +$4.97K ﹤0.01% 459
2023
Q2 		$20.3K Buy
96
+11
+13% +$2.25K ﹤0.01% 474
2023
Q1 		$17K Buy
85
+1
+1% +$169 ﹤0.01% 497
2022
Q4 		$11.1K Sell
84
-39
-32% -$5.69K ﹤0.01% 521
2022
Q3 		$18K Hold
123
– – ﹤0.01% 471
2022
Q2 		$20K Sell
123
-16
-12% -$2.83K ﹤0.01% 441
2022
Q1 		$30K Buy
+139
New +$29.9K ﹤0.01% 404
2021
Q4 		– Sell
-143
Closed -$39K – 174
2021
Q3 		$39K Buy
+143
New +$36.3K ﹤0.01% 331
2020
Q4 		– Sell
-164
Closed -$41K – 466
2020
Q3 		$41K Buy
+164
New +$35.9K 0.01% 255
2019
Q2 		– Sell
-85
Closed -$13K – 449
2019
Q1 		$13K Hold
85
– – ﹤0.01% 329
2018
Q4 		$12K Hold
85
– – ﹤0.01% 339
2018
Q3 		$14K Buy
+85
New +$12.6K ﹤0.01% 330
2017
Q3 		– Sell
-75
Closed -$6K – 516
2017
Q2 		$6K Buy
+75
New +$6.53K ﹤0.01% 391
2016
Q3 		– Sell
-22
Closed -$2K – 463
2016
Q2 		$2K Buy
+22
New +$1.73K ﹤0.01% 461

Other funds holding CRM

BlackRock
BlackRock New York $5.72T 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 $75B 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

MCF Advisors's CRM Position: Q1 2026 in Review

MCF Advisors increased its Salesforce (CRM) stake by 165% in Q1 2026, buying an estimated $332K and bringing the position to 2,574 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #266.

MCF Advisors first reported a position in CRM in Q2 2016 and has held it in 24 quarters since. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • MCF Advisors held 2,574 shares of Salesforce worth $480K as of Q1 2026.
  • MCF Advisors bought 1,603 Salesforce shares in Q1 2026, an estimated $332K.
  • Salesforce made up 0.02% of MCF Advisors's portfolio in Q1 2026, its #266 holding.
  • MCF Advisors first reported a position in Salesforce in Q2 2016 and has held it in 24 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.