MFC
CRM icon

Mechanics Financial Corp’s Salesforce CRM Stock Holding History

Mechanics Financial Corp’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 		$453K Sell
2,892
-71
-2% -$12.5K 0.16% 85
2026
Q1 		$553K Sell
2,963
-41
-1% -$8.49K 0.23% 77
2025
Q4 		$796K Buy
3,004
+100
+3% +$24.9K 0.29% 64
2025
Q3 		$688K Buy
2,904
+2,854
+5,708% +$720K 0.26% 72
2025
Q2 		$13.6K Hold
50
– – 0.01% 218
2025
Q1 		$13.4K Hold
50
– – 0.01% 217
2024
Q4 		$16.7K Hold
50
– – 0.01% 199
2024
Q3 		$13.7K Hold
50
– – 0.01% 208
2024
Q2 		$12.9K Hold
50
– – 0.01% 194
2024
Q1 		$15.1K Hold
50
– – 0.01% 180
2023
Q4 		$13.2K Hold
50
– – 0.01% 169
2023
Q3 		$10.1K Hold
50
– – 0.01% 175
2023
Q2 		$10.6K Hold
50
– – 0.01% 173
2023
Q1 		$9.99K Hold
50
– – 0.01% 173
2022
Q4 		$7K Hold
50
– – ﹤0.01% 183
2022
Q3 		$7K Hold
50
– – ﹤0.01% 182
2022
Q2 		$8K Hold
50
– – ﹤0.01% 186
2022
Q1 		$11K Hold
50
– – 0.01% 175
2021
Q4 		$13K Buy
+50
New +$14K 0.01% 171

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

Mechanics Financial Corp's CRM Position: Q2 2026 in Review

Mechanics Financial Corp reduced its Salesforce (CRM) stake by 2.4% in Q2 2026, selling an estimated $12.5K and leaving 2,892 shares worth $453K. The position accounts for 0.16% of the portfolio, ranked #85.

Mechanics Financial Corp first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $796K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Mechanics Financial Corp held 2,892 shares of Salesforce worth $453K as of Q2 2026.
  • Mechanics Financial Corp sold 71 Salesforce shares in Q2 2026, an estimated $12.5K.
  • Salesforce made up 0.16% of Mechanics Financial Corp's portfolio in Q2 2026, its #85 holding.
  • Mechanics Financial Corp first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Mechanics Financial Corp's Salesforce position peaked at $796K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.