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Mount Yale Investment Advisors’s Salesforce CRM Stock Holding History

Mount Yale 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 		$4.72M Buy
25,285
+13,216
+110% +$2.74M 0.11% 195
2025
Q4 		$3.2M Buy
12,069
+6,190
+105% +$1.54M 0.15% 140
2025
Q3 		$1.4M Buy
5,879
+2,814
+92% +$710K 0.1% 219
2025
Q2 		$836K Sell
3,065
-487
-14% -$130K 0.07% 240
2025
Q1 		$953K Sell
3,552
-12,394
-78% -$3.85M 0.08% 201
2024
Q4 		$5.33M Sell
15,946
-2,244
-12% -$716K 0.43% 36
2024
Q3 		$4.98M Buy
+18,190
New +$4.66M 0.48% 42
2024
Q2 		– Sell
-1,258
Closed -$337K – 552
2024
Q1 		$379K Buy
1,258
+468
+59% +$135K 0.03% 404
2023
Q4 		$208K Sell
790
-5,453
-87% -$1.23M 0.02% 471
2023
Q3 		$1.27M Buy
6,243
+4,521
+263% +$977K 0.14% 158
2023
Q2 		$364K Buy
+1,722
New +$352K 0.04% 355
2022
Q2 		– Sell
-2,271
Closed -$482K – 462
2022
Q1 		$482K Sell
2,271
-2,343
-51% -$504K 0.05% 307
2021
Q4 		$1.17M Buy
4,614
+33
+0.7% +$9.27K 0.12% 183
2021
Q3 		$1.24M Buy
4,581
+405
+10% +$103K 0.14% 161
2021
Q2 		$1.02M Buy
4,176
+23
+0.6% +$5.3K 0.12% 174
2021
Q1 		$880K Sell
4,153
-1,490
-26% -$332K 0.11% 184
2020
Q4 		$1.26M Buy
5,643
+269
+5% +$65.4K 0.18% 130
2020
Q3 		$1.35M Buy
5,374
+2,017
+60% +$442K 0.19% 112
2020
Q2 		$629K Buy
+3,357
New +$566K 0.11% 193
2020
Q1 		– Sell
-1,672
Closed -$305K – 299
2019
Q4 		$305K Sell
1,672
-351
-17% -$55K 0.05% 275
2019
Q3 		$329K Buy
2,023
+524
+35% +$79.6K 0.06% 258
2019
Q2 		$212K Buy
+1,499
New +$235K 0.04% 287
2018
Q4 		– Sell
-1,794
Closed -$254K – 415
2018
Q3 		$254K Sell
1,794
-8
-0.4% -$1.19K 0.04% 278
2018
Q2 		$246K Buy
1,802
+63
+4% +$8.04K 0.05% 280
2018
Q1 		$202K Buy
+1,739
New +$200K 0.04% 290

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

Mount Yale Investment Advisors's CRM Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Salesforce (CRM) stake by 110% in Q1 2026, buying an estimated $2.74M and bringing the position to 25,285 shares worth $4.72M. The position accounts for 0.11% of the portfolio, ranked #195.

Mount Yale Investment Advisors first reported a position in CRM in Q1 2018 and has held it in 25 quarters since. The position peaked at $5.33M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Mount Yale Investment Advisors held 25,285 shares of Salesforce worth $4.72M as of Q1 2026.
  • Mount Yale Investment Advisors bought 13,216 Salesforce shares in Q1 2026, an estimated $2.74M.
  • Salesforce made up 0.11% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #195 holding.
  • Mount Yale Investment Advisors first reported a position in Salesforce in Q1 2018 and has held it in 25 quarters since.
  • Mount Yale Investment Advisors's Salesforce position peaked at $5.33M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.