William Mack & Associates
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William Mack & Associates’s Salesforce CRM Stock Holding History

William Mack & Associates’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
Q3 		$113K Buy
+491
New +$101K 0.04% 158

Other funds holding CRM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

William Mack & Associates's CRM Position: Q3 2026 in Review

William Mack & Associates opened a new position in Salesforce (CRM) in Q3 2026: 491 shares worth $113K. The stake represents 0.04% of the portfolio and ranks #158 among its holdings.

2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • William Mack & Associates held 491 shares of Salesforce worth $113K as of Q3 2026.
  • Salesforce was a new William Mack & Associates position in Q3 2026.
  • Salesforce made up 0.04% of William Mack & Associates's portfolio in Q3 2026, its #158 holding.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.