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Meadowbrook Advisors Group’s Salesforce CRM Stock Holding History

Meadowbrook Advisors Group’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 		$341K Sell
2,179
-1,200
-36% -$211K 0.18% 118
2026
Q1 		$631K Sell
3,379
-188
-5% -$39K 0.37% 71
2025
Q4 		$945K Buy
+3,567
New +$886K 0.53% 58

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

Meadowbrook Advisors Group's CRM Position: Q2 2026 in Review

Meadowbrook Advisors Group reduced its Salesforce (CRM) stake by 36% in Q2 2026, selling an estimated $211K and leaving 2,179 shares worth $341K. The position accounts for 0.18% of the portfolio, ranked #118.

Meadowbrook Advisors Group first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $945K in Q4 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Meadowbrook Advisors Group held 2,179 shares of Salesforce worth $341K as of Q2 2026.
  • Meadowbrook Advisors Group sold 1,200 Salesforce shares in Q2 2026, an estimated $211K.
  • Salesforce made up 0.18% of Meadowbrook Advisors Group's portfolio in Q2 2026, its #118 holding.
  • Meadowbrook Advisors Group first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Meadowbrook Advisors Group's Salesforce position peaked at $945K in Q4 2025.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Meadowbrook Advisors Group's 13F filing for Q2 2026, filed 7 Aug 2026.