MHC
CRM icon

Meyer Handelman Company’s Salesforce CRM Stock Holding History

Meyer Handelman Company’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 		$623K Sell
3,975
-10,735
-73% -$1.89M 0.02% 173
2026
Q1 		$2.75M Sell
14,710
-13,506
-48% -$2.8M 0.09% 116
2025
Q4 		$7.47M Sell
28,216
-280
-1% -$69.6K 0.23% 84
2025
Q3 		$6.75M Sell
28,496
-2,265
-7% -$571K 0.21% 91
2025
Q2 		$8.39M Sell
30,761
-929
-3% -$248K 0.28% 81
2025
Q1 		$8.5M Sell
31,690
-146
-0.5% -$45.4K 0.3% 79
2024
Q4 		$10.6M Sell
31,836
-245
-0.8% -$78.2K 0.37% 66
2024
Q3 		$8.78M Sell
32,081
-3,010
-9% -$771K 0.3% 80
2024
Q2 		$9.02M Buy
35,091
+46
+0.1% +$12.3K 0.32% 75
2024
Q1 		$10.6M Buy
35,045
+15
+0% +$4.33K 0.37% 71
2023
Q4 		$9.22M Buy
35,030
+70
+0.2% +$15.8K 0.36% 76
2023
Q3 		$7.09M Buy
34,960
+1,500
+4% +$324K 0.29% 82
2023
Q2 		$7.07M Sell
33,460
-510
-2% -$104K 0.29% 86
2023
Q1 		$6.79M Buy
33,970
+40
+0.1% +$6.76K 0.28% 88
2022
Q4 		$4.5M Sell
33,930
-785
-2% -$115K 0.19% 105
2022
Q3 		$4.99M Hold
34,715
– – 0.23% 97
2022
Q2 		$5.73M Buy
34,715
+4,800
+16% +$848K 0.25% 93
2022
Q1 		$6.35M Buy
29,915
+7,925
+36% +$1.71M 0.24% 94
2021
Q4 		$5.59M Sell
21,990
-1,072
-5% -$301K 0.21% 96
2021
Q3 		$6.25M Buy
23,062
+1,650
+8% +$419K 0.26% 90
2021
Q2 		$5.23M Buy
21,412
+5,910
+38% +$1.36M 0.21% 99
2021
Q1 		$3.29M Buy
15,502
+9,130
+143% +$2.03M 0.14% 114
2020
Q4 		$1.42M Buy
+6,372
New +$1.55M 0.06% 130

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

Meyer Handelman Company's CRM Position: Q2 2026 in Review

Meyer Handelman Company reduced its Salesforce (CRM) stake by 73% in Q2 2026, selling an estimated $1.89M and leaving 3,975 shares worth $623K. The position accounts for 0.02% of the portfolio, ranked #173.

Meyer Handelman Company first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.6M in Q4 2024. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Meyer Handelman Company held 3,975 shares of Salesforce worth $623K as of Q2 2026.
  • Meyer Handelman Company sold 10,735 Salesforce shares in Q2 2026, an estimated $1.89M.
  • Salesforce made up 0.02% of Meyer Handelman Company's portfolio in Q2 2026, its #173 holding.
  • Meyer Handelman Company first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Meyer Handelman Company's Salesforce position peaked at $10.6M in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Meyer Handelman Company's 13F filing for Q2 2026, filed 3 Aug 2026.