MV Capital Management’s Salesforce CRM Stock Holding History

MV Capital 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	$2.56M	Buy	13,707 +315	+2%	+$65.3K	0.25%	71
2025 Q4	$3.55M	Buy	13,392 +206	+2%	+$51.2K	0.34%	52
2025 Q3	$3.13M	Buy	13,186 +2,805	+27%	+$707K	0.3%	61
2025 Q2	$2.83M	Sell	10,381 -366	-3%	-$97.8K	0.29%	64
2025 Q1	$2.88M	Buy	10,747 +542	+5%	+$169K	0.31%	56
2024 Q4	$3.41M	Sell	10,205 -65	-0.6%	-$20.7K	0.36%	47
2024 Q3	$2.81M	Buy	10,270 +1,709	+20%	+$438K	0.3%	64
2024 Q2	$2.2M	Buy	8,561 +91	+1%	+$24.4K	0.25%	70
2024 Q1	$2.55M	Buy	8,470 +7,425	+711%	+$2.14M	0.29%	63
2023 Q4	$275K	Buy	1,045 +39	+4%	+$8.83K	0.03%	143
2023 Q3	$204K	Buy	1,006 +153	+18%	+$33.1K	0.03%	152
2023 Q2	$180K	Buy	853 +61	+8%	+$12.5K	0.02%	164
2023 Q1	$158K	Buy	792 +421	+113%	+$71.1K	0.02%	166
2022 Q4	$49.2K	Sell	371 -194	-34%	-$28.3K	0.01%	229
2022 Q3	$81K	Buy	565 +4	+0.7%	+$678	0.01%	177
2022 Q2	$93K	Buy	561 +95	+20%	+$16.8K	0.02%	170
2022 Q1	$99K	Sell	466 -67	-13%	-$14.4K	0.01%	169
2021 Q4	$135K	Buy	533 +32	+6%	+$8.99K	0.02%	149
2021 Q3	$136K	Buy	501 +113	+29%	+$28.7K	0.02%	145
2021 Q2	$95K	Buy	388 +268	+223%	+$61.8K	0.02%	153
2021 Q1	$25K	Buy	120 +19	+19%	+$4.23K	﹤0.01%	208
2020 Q4	$22K	Hold	101	–	–	﹤0.01%	204
2020 Q3	$25K	Hold	101	–	–	0.01%	179
2020 Q2	$19K	Hold	101	–	–	﹤0.01%	199
2020 Q1	$15K	Buy	101 +40	+66%	+$6.86K	﹤0.01%	198
2019 Q4	$10K	Hold	61	–	–	﹤0.01%	245
2019 Q3	$9K	Hold	61	–	–	﹤0.01%	245
2019 Q2	$9K	Hold	61	–	–	﹤0.01%	240
2019 Q1	$10K	Hold	61	–	–	﹤0.01%	228
2018 Q4	$8K	Hold	61	–	–	﹤0.01%	237
2018 Q3	$10K	Hold	61	–	–	﹤0.01%	242
2018 Q2	$8K	Hold	61	–	–	﹤0.01%	266
2018 Q1	$7K	Hold	61	–	–	﹤0.01%	270
2017 Q4	$6K	Hold	61	–	–	﹤0.01%	291
2017 Q3	$6K	Hold	61	–	–	﹤0.01%	280
2017 Q2	$5K	Hold	61	–	–	﹤0.01%	281
2017 Q1	$5K	Hold	61	–	–	﹤0.01%	284
2016 Q4	$4K	Hold	61	–	–	﹤0.01%	294
2016 Q3	$4K	Hold	61	–	–	﹤0.01%	287
2016 Q2	$5K	Hold	61	–	–	﹤0.01%	270
2016 Q1	$5K	Hold	61	–	–	﹤0.01%	258
2015 Q4	$5K	Hold	61	–	–	﹤0.01%	270
2015 Q3	$4K	Hold	61	–	–	﹤0.01%	271
2015 Q2	$4K	Hold	61	–	–	﹤0.01%	365
2015 Q1	$4K	Hold	61	–	–	﹤0.01%	354
2014 Q4	$4K	Buy	+61	New	+$3.6K	﹤0.01%	406

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

MV Capital Management's CRM Position: Q1 2026 in Review

MV Capital Management increased its Salesforce (CRM) stake by 2.4% in Q1 2026, buying an estimated $65.3K and bringing the position to 13,707 shares worth $2.56M. The position accounts for 0.25% of the portfolio, ranked #71.

MV Capital Management first reported a position in CRM in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.55M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

MV Capital Management held 13,707 shares of Salesforce worth $2.56M as of Q1 2026.
MV Capital Management bought 315 Salesforce shares in Q1 2026, an estimated $65.3K.
Salesforce made up 0.25% of MV Capital Management's portfolio in Q1 2026, its #71 holding.
MV Capital Management first reported a position in Salesforce in Q4 2014 and has held it in 46 quarters since.
MV Capital Management's Salesforce position peaked at $3.55M in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.