MFIM
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Mesirow Financial Investment Management’s Salesforce CRM Stock Holding History

Mesirow Financial Investment 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 		$15.8M Buy
100,967
+1,082
+1% +$190K 0.25% 89
2026
Q1 		$18.6M Buy
99,885
+7,851
+9% +$1.63M 0.3% 78
2025
Q4 		$24.4M Buy
92,034
+237
+0.3% +$58.9K 0.5% 53
2025
Q3 		$21.8M Buy
91,797
+1,156
+1% +$292K 0.39% 70
2025
Q2 		$24.7M Sell
90,641
-321
-0.4% -$85.8K 0.48% 55
2025
Q1 		$24.4M Sell
90,962
-529
-0.6% -$165K 0.47% 51
2024
Q4 		$30.6M Sell
91,491
-277
-0.3% -$88.4K 0.61% 38
2024
Q3 		$25.1M Buy
91,768
+14
+0% +$3.59K 0.49% 53
2024
Q2 		$23.6M Buy
91,754
+255
+0.3% +$68.2K 0.53% 50
2024
Q1 		$27.6M Buy
91,499
+1,569
+2% +$453K 0.63% 43
2023
Q4 		$883K Buy
+89,930
New +$20.4M 0.03% 236

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

Mesirow Financial Investment Management's CRM Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Salesforce (CRM) stake by 1.1% in Q2 2026, buying an estimated $190K and bringing the position to 100,967 shares worth $15.8M. The position accounts for 0.25% of the portfolio, ranked #89.

Mesirow Financial Investment Management first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.6M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Mesirow Financial Investment Management held 100,967 shares of Salesforce worth $15.8M as of Q2 2026.
  • Mesirow Financial Investment Management bought 1,082 Salesforce shares in Q2 2026, an estimated $190K.
  • Salesforce made up 0.25% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #89 holding.
  • Mesirow Financial Investment Management first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's Salesforce position peaked at $30.6M in Q4 2024.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.