Factory Mutual Insurance’s Salesforce CRM Stock Holding History

Factory Mutual Insurance’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	$454K	Sell	2,900 -400	-12%	-$70.3K	﹤0.01%	204
2026 Q1	$616K	Sell	3,300 -35,000	-91%	-$7.25M	0.01%	191
2025 Q4	$10.1M	Sell	38,300 -13,500	-26%	-$3.35M	0.1%	147
2025 Q3	$12.3M	Hold	51,800	–	–	0.12%	140
2025 Q2	$14.1M	Hold	51,800	–	–	0.15%	135
2025 Q1	$13.9M	Sell	51,800 -8,300	-14%	-$2.58M	0.16%	130
2024 Q4	$20.1M	Sell	60,100 -17,600	-23%	-$5.62M	0.22%	117
2024 Q3	$21.3M	Sell	77,700 -1,300	-2%	-$333K	0.22%	120
2024 Q2	$20.3M	Sell	79,000 -21,800	-22%	-$5.83M	0.23%	110
2024 Q1	$30.4M	Sell	100,800 -3,500	-3%	-$1.01M	0.35%	77
2023 Q4	$27.4M	Hold	104,300	–	–	0.34%	83
2023 Q3	$21.1M	Hold	104,300	–	–	0.3%	94
2023 Q2	$22M	Hold	104,300	–	–	0.33%	91
2023 Q1	$20.8M	Sell	104,300 -36,600	-26%	-$6.18M	0.33%	98
2022 Q4	$18.7M	Hold	140,900	–	–	0.28%	98
2022 Q3	$20.3M	Sell	140,900 -2,400	-2%	-$407K	0.33%	94
2022 Q2	$23.6M	Sell	143,300 -4,500	-3%	-$795K	0.39%	85
2022 Q1	$31.4M	Sell	147,800 -5,900	-4%	-$1.27M	0.42%	81
2021 Q4	$32.4M	Sell	153,700 -36,400	-19%	-$10.2M	0.47%	77
2021 Q3	$51.6M	Buy	+190,100	New	+$48.3M	0.64%	54
2020 Q2	–	Sell	-58,600	Closed	-$8.44M	–	112
2020 Q1	$8.44M	Hold	58,600	–	–	0.16%	106
2019 Q4	$9.53M	Hold	58,600	–	–	0.14%	113
2019 Q3	$8.7M	Hold	58,600	–	–	0.13%	111
2019 Q2	$8.89M	Hold	58,600	–	–	0.11%	126
2019 Q1	$9.31M	Buy	58,600 +100	+0.2%	+$15.5K	0.11%	122
2018 Q4	$8.01M	Sell	58,500 -55,000	-48%	-$7.57M	0.1%	123
2018 Q3	$18.1M	Hold	113,500	–	–	0.19%	124
2018 Q2	$15.5M	Hold	113,500	–	–	0.17%	133
2018 Q1	$13.2M	Hold	113,500	–	–	0.14%	139
2017 Q4	$11.6M	Sell	113,500 -12,200	-10%	-$1.24M	0.12%	146
2017 Q3	$11.7M	Sell	125,700 -4,900	-4%	-$451K	0.13%	141
2017 Q2	$11.3M	Hold	130,600	–	–	0.13%	138
2017 Q1	$10.8M	Sell	130,600 -26,000	-17%	-$2.08M	0.13%	144
2016 Q4	$11M	Sell	156,600 -12,000	-7%	-$871K	0.13%	144
2016 Q3	$12M	Hold	168,600	–	–	0.15%	139
2016 Q2	$13.4M	Hold	168,600	–	–	0.18%	130
2016 Q1	$12.4M	Sell	168,600 -40,000	-19%	-$2.75M	0.16%	142
2015 Q4	$16.4M	Sell	208,600 -22,000	-10%	-$1.72M	0.22%	129
2015 Q3	$16M	Hold	230,600	–	–	0.22%	129
2015 Q2	$16.1M	Hold	230,600	–	–	0.21%	134
2015 Q1	$15.4M	Buy	230,600 +23,000	+11%	+$1.43M	0.2%	138
2014 Q4	$12.3M	Buy	207,600 +104,200	+101%	+$6.14M	0.17%	137
2014 Q3	$5.95M	Sell	103,400 -6,600	-6%	-$372K	0.08%	157
2014 Q2	$6.39M	Buy	+110,000	New	+$5.94M	0.09%	151

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Factory Mutual Insurance's CRM Position: Q2 2026 in Review

Factory Mutual Insurance reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $70.3K and leaving 2,900 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Factory Mutual Insurance first reported a position in CRM in Q2 2014 and has held it in 44 quarters since. The position peaked at $51.6M in Q3 2021. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Factory Mutual Insurance held 2,900 shares of Salesforce worth $454K as of Q2 2026.
Factory Mutual Insurance sold 400 Salesforce shares in Q2 2026, an estimated $70.3K.
Salesforce made up ﹤0.01% of Factory Mutual Insurance's portfolio in Q2 2026, its #204 holding.
Factory Mutual Insurance first reported a position in Salesforce in Q2 2014 and has held it in 44 quarters since.
Factory Mutual Insurance's Salesforce position peaked at $51.6M in Q3 2021.
1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Factory Mutual Insurance's 13F filing for Q2 2026, filed 21 Jul 2026.