MAM
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McLean Asset Management’s Salesforce CRM Stock Holding History

McLean Asset 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
Q1 		– Sell
-946
Closed -$227K – 166
2025
Q4 		$227K Sell
946
-53
-5% -$13.2K 0.04% 160
2025
Q3 		$245K Sell
999
-49
-5% -$12.4K 0.05% 152
2025
Q2 		$282K Buy
1,048
+52
+5% +$13.9K 0.07% 135
2025
Q1 		$243K Sell
996
-204
-17% -$63.5K 0.08% 130
2024
Q4 		$401K Buy
1,200
+235
+24% +$75K 0.12% 88
2024
Q3 		$278K Buy
965
+12
+1% +$3.07K 0.08% 124
2024
Q2 		$241K Buy
953
+38
+4% +$10.2K 0.08% 135
2024
Q1 		$277K Buy
915
+13
+1% +$3.75K 0.09% 118
2023
Q4 		$227K Buy
+902
New +$204K 0.08% 130
2021
Q4 		– Sell
-759
Closed -$224K – 137
2021
Q3 		$224K Buy
+759
New +$193K 0.09% 125

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

McLean Asset Management's CRM Position: Q1 2026 in Review

McLean Asset Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 946 shares — an estimated $227K sold.

McLean Asset Management first reported a position in CRM in Q3 2021 and held it in 10 quarters. The position peaked at $401K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • McLean Asset Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • McLean Asset Management sold 946 Salesforce shares in Q1 2026, an estimated $227K.
  • McLean Asset Management first reported a position in Salesforce in Q3 2021 and held it in 10 quarters.
  • McLean Asset Management's Salesforce position peaked at $401K in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.