Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Salesforce CRM Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 		$826M Buy
4,425,552
+321,519
+8% +$66.6M 2.11% 16
2025
Q4 		$1.09B Buy
4,104,033
+293,398
+8% +$72.9M 2.78% 9
2025
Q3 		$903M Buy
3,810,635
+853,160
+29% +$215M 2.55% 12
2025
Q2 		$806M Buy
2,957,475
+290,665
+11% +$77.7M 2.43% 12
2025
Q1 		$716M Buy
2,666,810
+443,897
+20% +$138M 2.26% 14
2024
Q4 		$743M Sell
2,222,913
-35,400
-2% -$11.3M 2.42% 12
2024
Q3 		$618M Buy
2,258,313
+140,639
+7% +$36M 1.94% 19
2024
Q2 		$544M Buy
2,117,674
+133,503
+7% +$35.7M 1.84% 20
2024
Q1 		$598M Buy
1,984,171
+309,341
+18% +$89.3M 2.17% 16
2023
Q4 		$441M Buy
1,674,830
+214,826
+15% +$48.6M 1.94% 14
2023
Q3 		$296M Buy
1,460,004
+27,747
+2% +$6M 1.4% 21
2023
Q2 		$303M Buy
1,432,257
+67,050
+5% +$13.7M 1.4% 21
2023
Q1 		$273M Sell
1,365,207
-20,315
-1% -$3.43M 1.39% 18
2022
Q4 		$184M Buy
1,385,522
+113,474
+9% +$16.6M 0.98% 28
2022
Q3 		$183M Buy
1,272,048
+4,300
+0.3% +$729K 1.06% 27
2022
Q2 		$209M Buy
1,267,748
+388,302
+44% +$68.6M 1.13% 22
2022
Q1 		$187M Buy
879,446
+99,397
+13% +$21.4M 0.9% 29
2021
Q4 		$198M Buy
780,049
+10,689
+1% +$3M 0.95% 27
2021
Q3 		$209M Buy
769,360
+35,188
+5% +$8.94M 1.03% 24
2021
Q2 		$179M Buy
734,172
+1,966
+0.3% +$453K 0.89% 29
2021
Q1 		$155M Sell
732,206
-15,571
-2% -$3.47M 0.85% 31
2020
Q4 		$166M Buy
747,777
+348,349
+87% +$84.7M 1.02% 32
2020
Q3 		$100M Buy
+399,428
New +$87.4M 0.71% 36

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s CRM Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Salesforce (CRM) stake by 7.8% in Q1 2026, buying an estimated $66.6M and bringing the position to 4,425,552 shares worth $826M. The position accounts for 2.11% of the portfolio, ranked #16.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in CRM in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.09B in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 4,425,552 shares of Salesforce worth $826M as of Q1 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) bought 321,519 Salesforce shares in Q1 2026, an estimated $66.6M.
  • Salesforce made up 2.11% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #16 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Salesforce in Q3 2020 and has held it in 23 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Salesforce position peaked at $1.09B in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.