MAM
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Morse Asset Management’s Salesforce CRM Stock Holding History

Morse 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 		$2.35K Hold
15
– – ﹤0.01% 372
2026
Q1 		$2.8K Buy
15
+5
+50% +$1.04K ﹤0.01% 353
2025
Q4 		$2.65K Hold
10
– – ﹤0.01% 348
2025
Q3 		$2.37K Hold
10
– – ﹤0.01% 324
2025
Q2 		$2.73K Sell
10
-459
-98% -$123K ﹤0.01% 321
2025
Q1 		$126K Buy
469
+431
+1,134% +$134K 0.03% 161
2024
Q4 		$12.7K Buy
+38
New +$12.1K ﹤0.01% 242
2024
Q2 		– Sell
-7,834
Closed -$2.36M – 147
2024
Q1 		$2.36M Buy
7,834
+1,435
+22% +$414K 0.6% 52
2023
Q4 		$1.68M Sell
6,399
-670
-9% -$152K 0.5% 53
2023
Q3 		$1.43M Buy
7,069
+990
+16% +$214K 0.45% 60
2023
Q2 		$1.28M Buy
6,079
+2,662
+78% +$543K 0.39% 68
2023
Q1 		$683K Sell
3,417
-1,340
-28% -$226K 0.23% 92
2022
Q4 		$631K Sell
4,757
-3,547
-43% -$518K 0.23% 95
2022
Q3 		$1.19M Buy
8,304
+5,279
+175% +$895K 0.45% 64
2022
Q2 		$499K Buy
3,025
+1,320
+77% +$233K 0.16% 111
2022
Q1 		$362K Sell
1,705
-2,170
-56% -$467K 0.09% 141
2021
Q4 		$985K Sell
3,875
-360
-9% -$101K 0.22% 91
2021
Q3 		$1.15M Buy
4,235
+115
+3% +$29.2K 0.27% 81
2021
Q2 		$1.01M Buy
+4,120
New +$950K 0.24% 87
2019
Q2 		– Sell
-13,696
Closed -$2.17M – 133
2019
Q1 		$2.17M Buy
13,696
+2,641
+24% +$409K 0.65% 49
2018
Q4 		$1.51M Buy
+11,055
New +$1.52M 0.54% 52

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

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

Morse Asset Management held its Salesforce (CRM) position steady in Q2 2026 at 15 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Morse Asset Management first reported a position in CRM in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.36M in Q1 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Morse Asset Management held 15 shares of Salesforce worth $2.35K as of Q2 2026.
  • Morse Asset Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of Morse Asset Management's portfolio in Q2 2026, its #372 holding.
  • Morse Asset Management first reported a position in Salesforce in Q4 2018 and has held it in 21 quarters since.
  • Morse Asset Management's Salesforce position peaked at $2.36M in Q1 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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