MSH Capital Advisors’s Salesforce CRM Stock Holding History

MSH Capital 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	–	Sell	-1,263	Closed	-$236K	–	323
2026 Q1	$236K	Sell	1,263 -432	-25%	-$89.5K	0.05%	248
2025 Q4	$449K	Buy	+1,695	New	+$421K	0.1%	188

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MSH Capital Advisors's CRM Position: Q2 2026 in Review

MSH Capital Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,263 shares — an estimated $236K sold.

MSH Capital Advisors first reported a position in CRM in Q4 2025 and held it in 2 quarters. The position peaked at $449K in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

MSH Capital Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
MSH Capital Advisors sold 1,263 Salesforce shares in Q2 2026, an estimated $236K.
MSH Capital Advisors first reported a position in Salesforce in Q4 2025 and held it in 2 quarters.
MSH Capital Advisors's Salesforce position peaked at $449K in Q4 2025.
2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.