MC
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Moors & Cabot’s Salesforce CRM Stock Holding History

Moors & Cabot’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
2023
Q2 		– Hold
0
– -$7.12K – 862
2023
Q1 		– Sell
-300
Closed -$50.7K – 843
2022
Q4 		$5.26K Buy
+300
New +$43.8K ﹤0.01% 835
2022
Q1 		– Sell
-2
Closed -$2K – 922
2021
Q4 		$2K Buy
+2
New +$562 ﹤0.01% 892
2020
Q1 		– Sell
-500
Closed -$3K – 623
2019
Q4 		$3K Buy
+500
New +$78.4K ﹤0.01% 615

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

Moors & Cabot's CRM Position: Q2 2026 in Review

Moors & Cabot reduced its Salesforce (CRM) stake by 72% in Q2 2026, selling an estimated $4.92M and leaving 10,793 shares worth $1.69M. The position accounts for 0.07% of the portfolio, ranked #266.

Moors & Cabot first reported a position in CRM in Q3 2016 and has held it in 39 quarters since. The position peaked at $13.5M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Moors & Cabot held 10,793 shares of Salesforce worth $1.69M as of Q2 2026.
  • Moors & Cabot sold 27,959 Salesforce shares in Q2 2026, an estimated $4.92M.
  • Salesforce made up 0.07% of Moors & Cabot's portfolio in Q2 2026, its #266 holding.
  • Moors & Cabot first reported a position in Salesforce in Q3 2016 and has held it in 39 quarters since.
  • Moors & Cabot's Salesforce position peaked at $13.5M in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.