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Mitchell McLeod Pugh & Williams’s Salesforce CRM Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$592K Sell
3,778
-150
-4% -$26.4K 0.07% 195
2026
Q1 		$733K Buy
3,928
+50
+1% +$10.4K 0.11% 155
2025
Q4 		$742K Sell
3,878
-78
-2% -$19.4K 0.11% 158
2025
Q3 		$1.01M Buy
3,956
+650
+20% +$164K 0.16% 118
2025
Q2 		$902K Buy
3,306
+60
+2% +$16K 0.17% 125
2025
Q1 		$871K Buy
3,246
+672
+26% +$209K 0.18% 121
2024
Q4 		$861K Buy
2,574
+184
+8% +$58.7K 0.18% 115
2024
Q3 		$654K Buy
2,390
+10
+0.4% +$2.56K 0.14% 147
2024
Q2 		$612K Buy
2,380
+189
+9% +$50.6K 0.14% 146
2024
Q1 		$660K Sell
2,191
-3
-0.1% -$866 0.16% 142
2023
Q4 		$577K Buy
2,194
+100
+5% +$22.6K 0.15% 146
2023
Q3 		$425K Hold
2,094
– – 0.13% 160
2023
Q2 		$442K Buy
2,094
+346
+20% +$70.6K 0.13% 160
2023
Q1 		$349K Buy
1,748
+15
+0.9% +$2.53K 0.11% 185
2022
Q4 		$230K Sell
1,733
-259
-13% -$37.8K 0.08% 218
2022
Q3 		$287K Buy
+1,992
New +$338K 0.11% 183
2022
Q2 		– Sell
-1,013
Closed -$215K – 222
2022
Q1 		$215K Sell
1,013
-15
-1% -$3.23K 0.07% 214
2021
Q4 		$261K Buy
1,028
+30
+3% +$8.43K 0.09% 202
2021
Q3 		$271K Buy
+998
New +$253K 0.1% 194

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

Mitchell McLeod Pugh & Williams's CRM Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams reduced its Salesforce (CRM) stake by 3.8% in Q2 2026, selling an estimated $26.4K and leaving 3,778 shares worth $592K. The position accounts for 0.07% of the portfolio, ranked #195.

Mitchell McLeod Pugh & Williams first reported a position in CRM in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q3 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 3,778 shares of Salesforce worth $592K as of Q2 2026.
  • Mitchell McLeod Pugh & Williams sold 150 Salesforce shares in Q2 2026, an estimated $26.4K.
  • Salesforce made up 0.07% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #195 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in Salesforce in Q3 2021 and has held it in 19 quarters since.
  • Mitchell McLeod Pugh & Williams's Salesforce position peaked at $1.01M in Q3 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.