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MMBG Investment Advisors’s Salesforce CRM Stock Holding History

MMBG Investment Advisors’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 		$6.24M Sell
39,720
-21,661
-35% -$3.81M 0.49% 37
2026
Q1 		$11.5M Sell
61,381
-12,335
-17% -$2.56M 1.05% 19
2025
Q4 		$19.6M Sell
73,716
-5,911
-7% -$1.47M 1.65% 12
2025
Q3 		$18.9M Buy
79,627
+6,045
+8% +$1.52M 1.67% 12
2025
Q2 		$20.1M Buy
73,582
+562
+0.8% +$150K 2% 11
2025
Q1 		$19.6M Buy
73,020
+200
+0.3% +$62.2K 2.22% 10
2024
Q4 		$24.3M Sell
72,820
-4,952
-6% -$1.58M 2.59% 10
2024
Q3 		$21.3M Buy
77,772
+1,568
+2% +$402K 2.22% 10
2024
Q2 		$19.6M Buy
76,204
+162
+0.2% +$43.3K 2.1% 10
2024
Q1 		$22.9M Sell
76,042
-497
-0.6% -$143K 2.42% 9
2023
Q4 		$20.1M Sell
76,539
-6,650
-8% -$1.51M 2.37% 9
2023
Q3 		$16.9M Sell
83,189
-150
-0.2% -$32.4K 2.13% 10
2023
Q2 		$17.7M Sell
83,339
-10,690
-11% -$2.18M 2.15% 10
2023
Q1 		$18.8M Sell
94,029
-3,175
-3% -$536K 2.38% 9
2022
Q4 		$12.9M Sell
97,204
-252
-0.3% -$36.8K 1.71% 15
2022
Q3 		$14M Buy
97,456
+2,670
+3% +$453K 1.88% 13
2022
Q2 		$15.6M Buy
94,786
+680
+0.7% +$120K 1.94% 12
2022
Q1 		$20M Buy
94,106
+15,187
+19% +$3.27M 2.08% 11
2021
Q4 		$20.1M Buy
+78,919
New +$22.2M 1.93% 12

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 $3.38T AUM 44.17% 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

MMBG Investment Advisors's CRM Position: Q2 2026 in Review

MMBG Investment Advisors reduced its Salesforce (CRM) stake by 35% in Q2 2026, selling an estimated $3.81M and leaving 39,720 shares worth $6.24M. The position accounts for 0.49% of the portfolio, ranked #37.

MMBG Investment Advisors first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.3M in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • MMBG Investment Advisors held 39,720 shares of Salesforce worth $6.24M as of Q2 2026.
  • MMBG Investment Advisors sold 21,661 Salesforce shares in Q2 2026, an estimated $3.81M.
  • Salesforce made up 0.49% of MMBG Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • MMBG Investment Advisors first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • MMBG Investment Advisors's Salesforce position peaked at $24.3M in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.