MCF Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $547K | Buy |
3,486
+912
| +35% | +$160K | 0.02% | 279 |
|
|
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
MCF Advisors's CRM Position: Q2 2026 in Review
MCF Advisors increased its Salesforce (CRM) stake by 35% in Q2 2026, buying an estimated $160K and bringing the position to 3,486 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #279.
MCF Advisors first reported a position in CRM in Q2 2016 and has held it in 25 quarters since. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- MCF Advisors held 3,486 shares of Salesforce worth $547K as of Q2 2026.
- MCF Advisors bought 912 Salesforce shares in Q2 2026, an estimated $160K.
- Salesforce made up 0.02% of MCF Advisors's portfolio in Q2 2026, its #279 holding.
- MCF Advisors first reported a position in Salesforce in Q2 2016 and has held it in 25 quarters since.
- 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.