McGinn Penninger Investment Management’s Salesforce CRM Stock Holding History

McGinn Penninger Investment Management’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	$4.66M	Buy	+29,749	New	+$5.23M	2.83%	19

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

McGinn Penninger Investment Management's CRM Position: Q2 2026 in Review

McGinn Penninger Investment Management opened a new position in Salesforce (CRM) in Q2 2026: 29,749 shares worth $4.66M. The stake represents 2.83% of the portfolio and ranks #19 among its holdings.

1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

McGinn Penninger Investment Management held 29,749 shares of Salesforce worth $4.66M as of Q2 2026.
Salesforce was a new McGinn Penninger Investment Management position in Q2 2026.
Salesforce made up 2.83% of McGinn Penninger Investment Management's portfolio in Q2 2026, its #19 holding.
1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on McGinn Penninger Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.