MA
CRM icon

MJP Associates’s Salesforce CRM Stock Holding History

MJP Associates’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 		$226K Sell
1,443
-275
-16% -$48.4K 0.02% 207
2026
Q1 		$321K Buy
1,718
+375
+28% +$77.7K 0.04% 151
2025
Q4 		$356K Buy
1,343
+136
+11% +$33.8K 0.04% 173
2025
Q3 		$286K Sell
1,207
-85
-7% -$21.4K 0.04% 195
2025
Q2 		$352K Sell
1,292
-147
-10% -$39.3K 0.05% 162
2025
Q1 		$386K Buy
1,439
+297
+26% +$92.4K 0.07% 142
2024
Q4 		$382K Buy
1,142
+411
+56% +$131K 0.07% 139
2024
Q3 		$200K Sell
731
-203
-22% -$52K 0.04% 206
2024
Q2 		$240K Sell
934
-21
-2% -$5.62K 0.05% 196
2024
Q1 		$288K Buy
+955
New +$276K 0.06% 179
2022
Q1 		– Sell
-885
Closed -$226K – 162
2021
Q4 		$226K Sell
885
-255
-22% -$71.7K 0.07% 144
2021
Q3 		$309K Buy
1,140
+51
+5% +$13K 0.1% 100
2021
Q2 		$266K Sell
1,089
-86
-7% -$19.8K 0.09% 107
2021
Q1 		$249K Sell
1,175
-377
-24% -$83.9K 0.1% 104
2020
Q4 		$345K Buy
+1,552
New +$377K 0.15% 82

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

MJP Associates's CRM Position: Q2 2026 in Review

MJP Associates reduced its Salesforce (CRM) stake by 16% in Q2 2026, selling an estimated $48.4K and leaving 1,443 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #207.

MJP Associates first reported a position in CRM in Q4 2020 and has held it in 15 quarters since. The position peaked at $386K in Q1 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • MJP Associates held 1,443 shares of Salesforce worth $226K as of Q2 2026.
  • MJP Associates sold 275 Salesforce shares in Q2 2026, an estimated $48.4K.
  • Salesforce made up 0.02% of MJP Associates's portfolio in Q2 2026, its #207 holding.
  • MJP Associates first reported a position in Salesforce in Q4 2020 and has held it in 15 quarters since.
  • MJP Associates's Salesforce position peaked at $386K in Q1 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.