MCM
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McRae Capital Management’s Salesforce CRM Stock Holding History

McRae Capital 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 		$5.39M Sell
34,425
-29,017
-46% -$5.1M 1.06% 35
2026
Q1 		$11.8M Buy
63,442
+1,590
+3% +$329K 2.46% 16
2025
Q4 		$16.4M Buy
61,852
+8,280
+15% +$2.06M 3.34% 11
2025
Q3 		$12.7M Buy
53,572
+530
+1% +$134K 2.52% 19
2025
Q2 		$14.5M Buy
53,042
+6,975
+15% +$1.86M 2.96% 13
2025
Q1 		$12.4M Sell
46,067
-160
-0.3% -$49.8K 2.61% 19
2024
Q4 		$15.5M Buy
46,227
+3,923
+9% +$1.25M 3.03% 13
2024
Q3 		$11.6M Buy
42,304
+2,652
+7% +$679K 2.26% 22
2024
Q2 		$10.2M Buy
39,652
+11,905
+43% +$3.19M 2.32% 20
2024
Q1 		$8.36M Sell
27,747
-340
-1% -$98.1K 1.83% 23
2023
Q4 		$7.39M Buy
28,087
+380
+1% +$86K 1.85% 23
2023
Q3 		$5.62M Buy
27,707
+390
+1% +$84.3K 1.66% 23
2023
Q2 		$5.77M Buy
27,317
+495
+2% +$101K 1.64% 24
2023
Q1 		$5.36M Sell
26,822
-55
-0.2% -$9.29K 1.54% 25
2022
Q4 		$3.56M Sell
26,877
-745
-3% -$109K 1.04% 28
2022
Q3 		$3.97M Sell
27,622
-17,225
-38% -$2.92M 1.21% 27
2022
Q2 		$7.4M Sell
44,847
-808
-2% -$143K 2.01% 21
2022
Q1 		$9.69M Buy
+45,655
New +$9.83M 2.19% 21

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

McRae Capital Management's CRM Position: Q2 2026 in Review

McRae Capital Management reduced its Salesforce (CRM) stake by 46% in Q2 2026, selling an estimated $5.1M and leaving 34,425 shares worth $5.39M. The position accounts for 1.06% of the portfolio, ranked #35.

McRae Capital Management first reported a position in CRM in Q1 2022 and has held it in 18 quarters since. The position peaked at $16.4M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • McRae Capital Management held 34,425 shares of Salesforce worth $5.39M as of Q2 2026.
  • McRae Capital Management sold 29,017 Salesforce shares in Q2 2026, an estimated $5.1M.
  • Salesforce made up 1.06% of McRae Capital Management's portfolio in Q2 2026, its #35 holding.
  • McRae Capital Management first reported a position in Salesforce in Q1 2022 and has held it in 18 quarters since.
  • McRae Capital Management's Salesforce position peaked at $16.4M in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on McRae Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.