MCA
CRM icon

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
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
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

MSH Capital Advisors's CRM Position: Q1 2026 in Review

MSH Capital Advisors reduced its Salesforce (CRM) stake by 25% in Q1 2026, selling an estimated $89.5K and leaving 1,263 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #248.

MSH Capital Advisors first reported a position in CRM in Q4 2025 and has held it in 2 quarters since. The position peaked at $449K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • MSH Capital Advisors held 1,263 shares of Salesforce worth $236K as of Q1 2026.
  • MSH Capital Advisors sold 432 Salesforce shares in Q1 2026, an estimated $89.5K.
  • Salesforce made up 0.05% of MSH Capital Advisors's portfolio in Q1 2026, its #248 holding.
  • MSH Capital Advisors first reported a position in Salesforce in Q4 2025 and has held it in 2 quarters since.
  • MSH Capital Advisors's Salesforce position peaked at $449K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.