Mill Capital Management
CRM icon

Mill Capital Management’s Salesforce CRM Stock Holding History

Mill 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
Q3 		$13.8M Buy
60,148
+302
+0.5% +$62.3K 0.91% 29
2026
Q2 		$9.38M Sell
59,846
-97
-0.2% -$17.1K 0.63% 35
2026
Q1 		$11.2M Sell
59,943
-98
-0.2% -$20.3K 0.85% 30
2025
Q4 		$15.9M Buy
60,041
+1,718
+3% +$427K 1.15% 29
2025
Q3 		$13.8M Buy
58,323
+3,544
+6% +$894K 1.02% 31
2025
Q2 		$14.9M Buy
54,779
+570
+1% +$152K 1.17% 29
2025
Q1 		$14.5M Buy
54,209
+130
+0.2% +$40.4K 1.17% 27
2024
Q4 		$18.1M Buy
54,079
+3
+0% +$957 1.43% 23
2024
Q3 		$14.8M Buy
54,076
+1,247
+2% +$319K 1.16% 27
2024
Q2 		$13.6M Buy
52,829
+2,656
+5% +$711K 1.12% 29
2024
Q1 		$15.1M Buy
50,173
+447
+0.9% +$129K 1.26% 28
2023
Q4 		$13.1M Buy
49,726
+11
+0% +$2.49K 1.17% 28
2023
Q3 		$10.1M Buy
49,715
+60
+0.1% +$13K 0.99% 32
2023
Q2 		$10.5M Buy
49,655
+3,560
+8% +$727K 0.99% 30
2023
Q1 		$9.21M Buy
+46,095
New +$7.79M 0.94% 31

Other funds holding CRM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mill Capital Management's CRM Position: Q3 2026 in Review

Mill Capital Management increased its Salesforce (CRM) stake by 0.5% in Q3 2026, buying an estimated $62.3K and bringing the position to 60,148 shares worth $13.8M. The position accounts for 0.91% of the portfolio, ranked #29.

Mill Capital Management first reported a position in CRM in Q1 2023 and has held it in 15 quarters since. The position peaked at $18.1M in Q4 2024. 1,146 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Mill Capital Management held 60,148 shares of Salesforce worth $13.8M as of Q3 2026.
  • Mill Capital Management bought 302 Salesforce shares in Q3 2026, an estimated $62.3K.
  • Salesforce made up 0.91% of Mill Capital Management's portfolio in Q3 2026, its #29 holding.
  • Mill Capital Management first reported a position in Salesforce in Q1 2023 and has held it in 15 quarters since.
  • Mill Capital Management's Salesforce position peaked at $18.1M in Q4 2024.
  • 1,146 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Mill Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.