MIM
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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
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 $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

MTM Investment Management's CRM Position: Q1 2026 in Review

MTM Investment Management held its Salesforce (CRM) position steady in Q1 2026 at 203 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #364.

MTM Investment Management first reported a position in CRM in Q2 2025 and has held it in 4 quarters since. The position peaked at $58.6K in Q2 2025. 2,670 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • MTM Investment Management held 203 shares of Salesforce worth $37.9K as of Q1 2026.
  • MTM Investment Management left its Salesforce share count unchanged in Q1 2026.
  • Salesforce made up 0.01% of MTM Investment Management's portfolio in Q1 2026, its #364 holding.
  • MTM Investment Management first reported a position in Salesforce in Q2 2025 and has held it in 4 quarters since.
  • MTM Investment Management's Salesforce position peaked at $58.6K in Q2 2025.
  • 2,670 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.