MMM
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Mendel Money Management’s Salesforce CRM Stock Holding History

Mendel Money 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 		– Sell
-1,052
Closed -$279K – 138
2025
Q4 		$279K Sell
1,052
-222
-17% -$55.2K 0.12% 132
2025
Q3 		$302K Sell
1,274
-5
-0.4% -$1.26K 0.13% 133
2025
Q2 		$349K Buy
1,279
+167
+15% +$44.6K 0.15% 119
2025
Q1 		$298K Buy
1,112
+39
+4% +$12.1K 0.14% 122
2024
Q4 		$359K Hold
1,073
– – 0.16% 119
2024
Q3 		$294K Buy
1,073
+27
+3% +$6.92K 0.13% 125
2024
Q2 		$269K Buy
1,046
+106
+11% +$28.4K 0.13% 120
2024
Q1 		$283K Buy
940
+170
+22% +$49.1K 0.13% 114
2023
Q4 		$203K Buy
+770
New +$174K 0.1% 127

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mendel Money Management's CRM Position: Q1 2026 in Review

Mendel Money Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,052 shares — an estimated $279K sold.

Mendel Money Management first reported a position in CRM in Q4 2023 and held it in 9 quarters. The position peaked at $359K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Mendel Money Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Mendel Money Management sold 1,052 Salesforce shares in Q1 2026, an estimated $279K.
  • Mendel Money Management first reported a position in Salesforce in Q4 2023 and held it in 9 quarters.
  • Mendel Money Management's Salesforce position peaked at $359K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.