MCA
CRM icon

McGuire Capital Advisors’s Salesforce CRM Stock Holding History

McGuire Capital 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
Q2 		$4.39K Hold
28
– – ﹤0.01% 589
2026
Q1 		$5.23K Hold
28
– – ﹤0.01% 510
2025
Q4 		$7.42K Buy
+28
New +$6.96K ﹤0.01% 459

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

McGuire Capital Advisors's CRM Position: Q2 2026 in Review

McGuire Capital Advisors held its Salesforce (CRM) position steady in Q2 2026 at 28 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

McGuire Capital Advisors first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.42K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • McGuire Capital Advisors held 28 shares of Salesforce worth $4.39K as of Q2 2026.
  • McGuire Capital Advisors left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of McGuire Capital Advisors's portfolio in Q2 2026, its #589 holding.
  • McGuire Capital Advisors first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • McGuire Capital Advisors's Salesforce position peaked at $7.42K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.