Mercer Global Advisors
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Mercer Global Advisors’s Salesforce CRM Stock Holding History

Mercer Global Advisors’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 		$21M Sell
134,104
-3,890
-3% -$684K 0.03% 336
2026
Q1 		$25.8M Buy
137,994
+1,368
+1% +$283K 0.04% 271
2025
Q4 		$35.9M Buy
136,626
+1,288
+1% +$320K 0.05% 219
2025
Q3 		$32.1M Sell
135,338
-6,770
-5% -$1.71M 0.05% 209
2025
Q2 		$38.8M Sell
142,108
-2,758
-2% -$737K 0.08% 140
2025
Q1 		$38.9M Sell
144,866
-64
-0% -$19.9K 0.09% 130
2024
Q4 		$48.5M Sell
144,930
-12,384
-8% -$3.95M 0.12% 101
2024
Q3 		$42.7M Sell
157,314
-12,792
-8% -$3.28M 0.1% 119
2024
Q2 		$38.2M Buy
170,106
+1,328
+0.8% +$355K 0.1% 118
2024
Q1 		$50.8M Buy
168,778
+94,384
+127% +$27.2M 0.14% 100
2023
Q4 		$19.6M Buy
74,394
+12,871
+21% +$2.91M 0.06% 196
2023
Q3 		$12.5M Sell
61,523
-6,760
-10% -$1.46M 0.05% 229
2023
Q2 		$14.4M Buy
68,283
+3,047
+5% +$622K 0.06% 216
2023
Q1 		$13M Buy
65,236
+1,843
+3% +$311K 0.06% 229
2022
Q4 		$8.4M Buy
63,393
+16,970
+37% +$2.48M 0.04% 307
2022
Q3 		$6.68M Sell
46,423
-3,652
-7% -$619K 0.04% 312
2022
Q2 		$8.27M Sell
50,075
-6,423
-11% -$1.13M 0.05% 257
2022
Q1 		$12M Sell
56,498
-2,178
-4% -$469K 0.07% 199
2021
Q4 		$14.9M Buy
58,676
+4,791
+9% +$1.35M 0.09% 167
2021
Q3 		$14.6M Buy
53,885
+7,058
+15% +$1.79M 0.1% 164
2021
Q2 		$11.4M Buy
46,827
+2,997
+7% +$691K 0.09% 172
2021
Q1 		$9.29M Buy
43,830
+16,493
+60% +$3.67M 0.08% 183
2020
Q4 		$6.08M Buy
27,337
+7,259
+36% +$1.77M 0.08% 195
2020
Q3 		$5.05M Buy
20,078
+1,198
+6% +$262K 0.08% 199
2020
Q2 		$3.54M Buy
18,880
+841
+5% +$142K 0.06% 219
2020
Q1 		$2.6M Buy
18,039
+3,741
+26% +$641K 0.06% 264
2019
Q4 		$2.33M Buy
14,298
+855
+6% +$134K 0.05% 305
2019
Q3 		$2M Buy
13,443
+926
+7% +$141K 0.05% 305
2019
Q2 		$1.9M Sell
12,517
-1,563
-11% -$245K 0.05% 297
2019
Q1 		$2.23M Buy
+14,080
New +$2.18M 0.08% 218

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

Mercer Global Advisors's CRM Position: Q2 2026 in Review

Mercer Global Advisors reduced its Salesforce (CRM) stake by 2.8% in Q2 2026, selling an estimated $684K and leaving 134,104 shares worth $21M. The position accounts for 0.03% of the portfolio, ranked #336.

Mercer Global Advisors first reported a position in CRM in Q1 2019 and has held it in 30 quarters since. The position peaked at $50.8M in Q1 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Mercer Global Advisors held 134,104 shares of Salesforce worth $21M as of Q2 2026.
  • Mercer Global Advisors sold 3,890 Salesforce shares in Q2 2026, an estimated $684K.
  • Salesforce made up 0.03% of Mercer Global Advisors's portfolio in Q2 2026, its #336 holding.
  • Mercer Global Advisors first reported a position in Salesforce in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's Salesforce position peaked at $50.8M in Q1 2024.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.