B. Metzler seel. Sohn & Co
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B. Metzler seel. Sohn & Co’s Salesforce CRM Stock Holding History

B. Metzler seel. Sohn & Co’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 		$15.9M Sell
101,305
-30,722
-23% -$5.4M 0.14% 84
2026
Q1 		$24.6M Sell
132,027
-479,457
-78% -$99.3M 0.23% 62
2025
Q4 		$162M Sell
611,484
-91,017
-13% -$22.6M 1.41% 18
2025
Q3 		$166M Buy
702,501
+63,641
+10% +$16.1M 1.47% 17
2025
Q2 		$174M Buy
638,860
+414,338
+185% +$111M 1.67% 16
2025
Q1 		$60.3M Buy
224,522
+96,437
+75% +$30M 0.62% 30
2024
Q4 		$42.8M Sell
128,085
-20,332
-14% -$6.49M 0.44% 43
2024
Q3 		$40.6M Buy
148,417
+23,173
+19% +$5.94M 0.4% 49
2024
Q2 		$32.2M Sell
125,244
-21,236
-14% -$5.68M 0.31% 55
2024
Q1 		$44.1M Sell
146,480
-2,561
-2% -$739K 0.49% 41
2023
Q4 		$39.2M Buy
149,041
+10,303
+7% +$2.33M 0.5% 40
2023
Q3 		$28.1M Buy
138,738
+20,100
+17% +$4.34M 0.42% 45
2023
Q2 		$25.1M Sell
118,638
-10,466
-8% -$2.14M 0.34% 51
2023
Q1 		$25.8M Sell
129,104
-827,033
-86% -$140M 0.4% 47
2022
Q4 		$127M Buy
956,137
+6,997
+0.7% +$1.02M 2.16% 11
2022
Q3 		$137M Buy
949,140
+15,151
+2% +$2.57M 2.49% 9
2022
Q2 		$154M Buy
933,989
+271,937
+41% +$48M 2.53% 9
2022
Q1 		$142M Buy
662,052
+8,139
+1% +$1.75M 1.9% 13
2021
Q4 		$167M Buy
653,913
+34,289
+6% +$9.63M 2.17% 11
2021
Q3 		$168M Buy
619,624
+516,817
+503% +$131M 2.43% 10
2021
Q2 		$25.1M Buy
102,807
+6,850
+7% +$1.58M 0.37% 46
2021
Q1 		$20.3M Buy
95,957
+2,421
+3% +$539K 0.33% 51
2020
Q4 		$22.1M Buy
+93,536
New +$22.7M 0.41% 43

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 $3.38T AUM 44.17% 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

B. Metzler seel. Sohn & Co's CRM Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co reduced its Salesforce (CRM) stake by 23% in Q2 2026, selling an estimated $5.4M and leaving 101,305 shares worth $15.9M. The position accounts for 0.14% of the portfolio, ranked #84.

B. Metzler seel. Sohn & Co first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $174M in Q2 2025. 2,496 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 101,305 shares of Salesforce worth $15.9M as of Q2 2026.
  • B. Metzler seel. Sohn & Co sold 30,722 Salesforce shares in Q2 2026, an estimated $5.4M.
  • Salesforce made up 0.14% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #84 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • B. Metzler seel. Sohn & Co's Salesforce position peaked at $174M in Q2 2025.
  • 2,496 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.