MAS
CRM icon

Meeder Advisory Services’s Salesforce CRM Stock Holding History

Meeder Advisory Services’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 		$2.96M Buy
15,850
+40
+0.3% +$8.29K 0.12% 116
2025
Q4 		$4.19M Buy
15,810
+158
+1% +$39.3K 0.18% 82
2025
Q3 		$3.71M Sell
15,652
-1,473
-9% -$372K 0.17% 87
2025
Q2 		$4.67M Sell
17,125
-695
-4% -$186K 0.24% 60
2025
Q1 		$4.78M Buy
17,820
+653
+4% +$203K 0.29% 52
2024
Q4 		$5.74M Buy
17,167
+1,232
+8% +$393K 0.36% 40
2024
Q3 		$4.36M Sell
15,935
-162
-1% -$41.5K 0.28% 56
2024
Q2 		$4.14M Buy
16,097
+4,362
+37% +$1.17M 0.29% 50
2024
Q1 		$3.53M Buy
11,735
+713
+6% +$206K 0.36% 41
2023
Q4 		$2.9M Buy
11,022
+219
+2% +$49.6K 0.33% 48
2023
Q3 		$2.19M Sell
10,803
-1,592
-13% -$344K 0.28% 61
2023
Q2 		$2.62M Buy
12,395
+831
+7% +$170K 0.28% 56
2023
Q1 		$2.31M Buy
11,564
+2,408
+26% +$407K 0.27% 62
2022
Q4 		$1.21M Buy
+9,156
New +$1.34M 0.15% 120

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

Meeder Advisory Services's CRM Position: Q1 2026 in Review

Meeder Advisory Services increased its Salesforce (CRM) stake by 0.25% in Q1 2026, buying an estimated $8.29K and bringing the position to 15,850 shares worth $2.96M. The position accounts for 0.12% of the portfolio, ranked #116.

Meeder Advisory Services first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.74M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Meeder Advisory Services held 15,850 shares of Salesforce worth $2.96M as of Q1 2026.
  • Meeder Advisory Services bought 40 Salesforce shares in Q1 2026, an estimated $8.29K.
  • Salesforce made up 0.12% of Meeder Advisory Services's portfolio in Q1 2026, its #116 holding.
  • Meeder Advisory Services first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
  • Meeder Advisory Services's Salesforce position peaked at $5.74M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.