Mengis Capital Management’s Salesforce CRM Stock Holding History

Mengis 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 Q2	–	Sell	-1,090	Closed	-$203K	–	219
2026 Q1	$203K	Hold	1,090	–	–	0.04%	211
2025 Q4	$289K	Hold	1,090	–	–	0.05%	187
2025 Q3	$258K	Hold	1,090	–	–	0.05%	185
2025 Q2	$297K	Hold	1,090	–	–	0.06%	168
2025 Q1	$293K	Hold	1,090	–	–	0.06%	161
2024 Q4	$364K	Hold	1,090	–	–	0.07%	152
2024 Q3	$298K	Sell	1,090 -9	-0.8%	-$2.31K	0.06%	158
2024 Q2	$283K	Hold	1,099	–	–	0.06%	157
2024 Q1	$331K	Sell	1,099 -200	-15%	-$57.7K	0.05%	164
2023 Q4	$342K	Sell	1,299 -9	-0.7%	-$2.04K	0.06%	142
2023 Q3	$265K	Sell	1,308 -2	-0.2%	-$432	0.06%	147
2023 Q2	$277K	Sell	1,310 -200	-13%	-$40.8K	0.06%	150
2023 Q1	$302K	Hold	1,510	–	–	0.06%	140
2022 Q4	$200K	Hold	1,510	–	–	0.04%	157
2022 Q3	$217K	Hold	1,510	–	–	0.05%	155
2022 Q2	$249K	Hold	1,510	–	–	0.05%	154
2022 Q1	$320K	Sell	1,510 -22	-1%	-$4.74K	0.06%	149
2021 Q4	$389K	Hold	1,532	–	–	0.07%	147
2021 Q3	$415K	Buy	1,532 +11	+0.7%	+$2.79K	0.09%	142
2021 Q2	$371K	Sell	1,521 -90	-6%	-$20.7K	0.08%	147
2021 Q1	$341K	Buy	+1,611	New	+$359K	0.08%	147

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mengis Capital Management's CRM Position: Q2 2026 in Review

Mengis Capital Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,090 shares — an estimated $203K sold.

Mengis Capital Management first reported a position in CRM in Q1 2021 and held it in 21 quarters. The position peaked at $415K in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Mengis Capital Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Mengis Capital Management sold 1,090 Salesforce shares in Q2 2026, an estimated $203K.
Mengis Capital Management first reported a position in Salesforce in Q1 2021 and held it in 21 quarters.
Mengis Capital Management's Salesforce position peaked at $415K in Q3 2021.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mengis Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.