MCM
CRM icon

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
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 $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