MAM
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MMA Asset Management’s Salesforce CRM Stock Holding History

MMA Asset 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 		– Sell
-2,387
Closed -$446K – 184
2026
Q1 		$446K Buy
2,387
+28
+1% +$5.8K 0.16% 119
2025
Q4 		$625K Buy
+2,359
New +$586K 0.22% 84
2024
Q3 		– Sell
-935
Closed -$240K – 126
2024
Q2 		$240K Sell
935
-20
-2% -$5.35K 0.11% 108
2024
Q1 		$266K Buy
955
+20
+2% +$5.77K 0.13% 106
2023
Q4 		$246K Buy
+935
New +$212K 0.13% 108

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

MMA Asset Management's CRM Position: Q2 2026 in Review

MMA Asset Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 2,387 shares — an estimated $446K sold.

MMA Asset Management first reported a position in CRM in Q4 2023 and held it in 5 quarters. The position peaked at $625K in Q4 2025. 2,469 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • MMA Asset Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • MMA Asset Management sold 2,387 Salesforce shares in Q2 2026, an estimated $446K.
  • MMA Asset Management first reported a position in Salesforce in Q4 2023 and held it in 5 quarters.
  • MMA Asset Management's Salesforce position peaked at $625K in Q4 2025.
  • 2,469 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.