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MJT & Associates Financial Advisory’s Salesforce CRM Stock Holding History

MJT & Associates Financial Advisory’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 		$7.21K Hold
46
– – ﹤0.01% 241
2026
Q1 		$8.59K Hold
46
– – 0.01% 196
2025
Q4 		$12.2K Hold
46
– – 0.01% 166
2025
Q3 		$10.9K Hold
46
– – 0.01% 184
2025
Q2 		$12.5K Hold
46
– – 0.02% 192
2025
Q1 		$12.3K Buy
+46
New +$14.3K 0.01% 192

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

MJT & Associates Financial Advisory's CRM Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Salesforce (CRM) position steady in Q2 2026 at 46 shares worth $7.21K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

MJT & Associates Financial Advisory first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.5K in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • MJT & Associates Financial Advisory held 46 shares of Salesforce worth $7.21K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #241 holding.
  • MJT & Associates Financial Advisory first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Salesforce position peaked at $12.5K in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.