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MTM Investment Management’s Salesforce CRM Stock Holding History

MTM Investment 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 		$30.5K Sell
195
-8
-4% -$1.41K 0.01% 405
2026
Q1 		$37.9K Hold
203
– – 0.01% 364
2025
Q4 		$53.8K Sell
203
-12
-6% -$2.98K 0.02% 323
2025
Q3 		$51K Hold
215
– – 0.02% 337
2025
Q2 		$58.6K Buy
+215
New +$57.5K 0.02% 316

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

MTM Investment Management's CRM Position: Q2 2026 in Review

MTM Investment Management reduced its Salesforce (CRM) stake by 3.9% in Q2 2026, selling an estimated $1.41K and leaving 195 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #405.

MTM Investment Management first reported a position in CRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $58.6K in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • MTM Investment Management held 195 shares of Salesforce worth $30.5K as of Q2 2026.
  • MTM Investment Management sold 8 Salesforce shares in Q2 2026, an estimated $1.41K.
  • Salesforce made up 0.01% of MTM Investment Management's portfolio in Q2 2026, its #405 holding.
  • MTM Investment Management first reported a position in Salesforce in Q2 2025 and has held it in 5 quarters since.
  • MTM Investment Management's Salesforce position peaked at $58.6K in Q2 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.