MCM
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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
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

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

Mill Capital Management's CRM Position: Q2 2026 in Review

Mill Capital Management reduced its Salesforce (CRM) stake by 0.16% in Q2 2026, selling an estimated $17.1K and leaving 59,846 shares worth $9.38M. The position accounts for 0.63% of the portfolio, ranked #35.

Mill Capital Management first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $18.1M in Q4 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Mill Capital Management held 59,846 shares of Salesforce worth $9.38M as of Q2 2026.
  • Mill Capital Management sold 97 Salesforce shares in Q2 2026, an estimated $17.1K.
  • Salesforce made up 0.63% of Mill Capital Management's portfolio in Q2 2026, its #35 holding.
  • Mill Capital Management first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • Mill Capital Management's Salesforce position peaked at $18.1M in Q4 2024.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mill Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.