MOS
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MGO One Seven’s Salesforce CRM Stock Holding History

MGO One Seven’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
2018
Q1 		– Sell
-4
Closed -$5K – 1805
2017
Q4 		$5K Buy
+4
New +$408 ﹤0.01% 1295

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 $3.38T AUM 44.17% 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

MGO One Seven's CRM Position: Q2 2026 in Review

MGO One Seven reduced its Salesforce (CRM) stake by 15% in Q2 2026, selling an estimated $889K and leaving 27,689 shares worth $4.34M. The position accounts for 0.07% of the portfolio, ranked #301.

MGO One Seven first reported a position in CRM in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.85M in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • MGO One Seven held 27,689 shares of Salesforce worth $4.34M as of Q2 2026.
  • MGO One Seven sold 5,056 Salesforce shares in Q2 2026, an estimated $889K.
  • Salesforce made up 0.07% of MGO One Seven's portfolio in Q2 2026, its #301 holding.
  • MGO One Seven first reported a position in Salesforce in Q4 2017 and has held it in 34 quarters since.
  • MGO One Seven's Salesforce position peaked at $9.85M in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.