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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

MMBG Investment Advisors's CRM Position: Q1 2026 in Review

MMBG Investment Advisors reduced its Salesforce (CRM) stake by 17% in Q1 2026, selling an estimated $2.56M and leaving 61,381 shares worth $11.5M. The position accounts for 1.05% of the portfolio, ranked #19.

MMBG Investment Advisors first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $24.3M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • MMBG Investment Advisors held 61,381 shares of Salesforce worth $11.5M as of Q1 2026.
  • MMBG Investment Advisors sold 12,335 Salesforce shares in Q1 2026, an estimated $2.56M.
  • Salesforce made up 1.05% of MMBG Investment Advisors's portfolio in Q1 2026, its #19 holding.
  • MMBG Investment Advisors first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
  • MMBG Investment Advisors's Salesforce position peaked at $24.3M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on MMBG Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.