MFS
CRM icon

Mirabella Financial Services’s Salesforce CRM Stock Holding History

Mirabella Financial Services’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 		– Sell
-1,366
Closed -$255K – 790
2026
Q1 		$255K Buy
+1,366
New +$283K 0.02% 580
2025
Q4 		– Sell
-9,925
Closed -$2.35M – 701
2025
Q3 		$2.35M Sell
9,925
-2,201
-18% -$555K 0.2% 107
2025
Q2 		$3.31M Buy
12,126
+375
+3% +$100K 0.34% 53
2025
Q1 		$3.17M Buy
11,751
+10,801
+1,137% +$3.36M 0.13% 109
2024
Q4 		$318K Sell
950
-6,734
-88% -$2.15M 0.03% 215
2024
Q3 		$2.08M Sell
7,684
-145
-2% -$37.1K 0.12% 100
2024
Q2 		$2.01M Sell
7,829
-19,984
-72% -$5.35M 0.15% 77
2024
Q1 		$8.38M Buy
27,813
+18,541
+200% +$5.35M 0.6% 36
2023
Q4 		$2.44M Buy
+9,272
New +$2.1M 0.33% 69
2023
Q3 		– Sell
-6,374
Closed -$1.35M – 425
2023
Q2 		$1.35M Buy
6,374
+1,818
+40% +$371K 0.15% 169
2023
Q1 		$910K Sell
4,556
-14,125
-76% -$2.39M 0.14% 144
2022
Q4 		$2.48M Buy
+18,681
New +$2.73M 0.22% 75
2022
Q3 		– Sell
-12,464
Closed -$2.06M – 373
2022
Q2 		$2.06M Sell
12,464
-1,206
-9% -$213K 0.2% 118
2022
Q1 		$2.9M Buy
+13,670
New +$2.94M 0.32% 52
2021
Q4 		– Sell
-4,623
Closed -$1.25M – 440
2021
Q3 		$1.25M Sell
4,623
-9,886
-68% -$2.51M 0.16% 145
2021
Q2 		$3.54M Buy
14,509
+5,142
+55% +$1.19M 0.63% 55
2021
Q1 		$1.99M Sell
9,367
-7,429
-44% -$1.65M 0.62% 45
2020
Q4 		$3.74M Buy
+16,796
New +$4.08M 0.47% 82
2020
Q2 		– Sell
-6,930
Closed -$998K – 179
2020
Q1 		$998K Sell
6,930
-5,418
-44% -$929K 0.58% 45
2019
Q4 		$2.01M Buy
+12,348
New +$1.94M 0.36% 69

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

Mirabella Financial Services's CRM Position: Q2 2026 in Review

Mirabella Financial Services sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,366 shares — an estimated $255K sold.

Mirabella Financial Services first reported a position in CRM in Q4 2019 and held it in 20 quarters. The position peaked at $8.38M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Mirabella Financial Services reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 1,366 Salesforce shares in Q2 2026, an estimated $255K.
  • Mirabella Financial Services first reported a position in Salesforce in Q4 2019 and held it in 20 quarters.
  • Mirabella Financial Services's Salesforce position peaked at $8.38M in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.