Iyo Bank’s Salesforce CRM Stock Holding History

Iyo Bank’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	–	Sell	-38,157	Closed	-$10.1M	–	39
2025 Q4	$10.1M	Buy	38,157 +15,466	+68%	+$3.84M	3.23%	12
2025 Q3	$5.38M	Buy	22,691 +8,180	+56%	+$2.06M	2.03%	19
2025 Q2	$3.96M	Sell	14,511 -29,021	-67%	-$7.76M	1.6%	24
2025 Q1	$11.7M	Hold	43,532	–	–	3.76%	10
2024 Q4	$14.6M	Hold	43,532	–	–	4.98%	7
2024 Q3	$11.9M	Hold	43,532	–	–	4.23%	10
2024 Q2	$11.2M	Hold	43,532	–	–	3.97%	8
2024 Q1	$13.1M	Hold	43,532	–	–	5.22%	6
2023 Q4	$11.5M	Hold	43,532	–	–	5.43%	7
2023 Q3	$8.83M	Hold	43,532	–	–	4.81%	9
2023 Q2	$9.2M	Hold	43,532	–	–	4.77%	7
2023 Q1	$8.7M	Hold	43,532	–	–	5.09%	7
2022 Q4	$5.77M	Hold	43,532	–	–	3.4%	12
2022 Q3	$6.26M	Hold	43,532	–	–	3.36%	9
2022 Q2	$7.18M	Hold	43,532	–	–	2.39%	10
2022 Q1	$9.24M	Hold	43,532	–	–	2.73%	11
2021 Q4	$11.1M	Buy	+43,532	New	+$12.2M	3.37%	9

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

Iyo Bank's CRM Position: Q1 2026 in Review

Iyo Bank sold out of Salesforce (CRM) in Q1 2026, closing a stake of 38,157 shares — an estimated $10.1M sold.

Iyo Bank first reported a position in CRM in Q4 2021 and held it in 17 quarters. The position peaked at $14.6M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Iyo Bank reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Iyo Bank sold 38,157 Salesforce shares in Q1 2026, an estimated $10.1M.
Iyo Bank first reported a position in Salesforce in Q4 2021 and held it in 17 quarters.
Iyo Bank's Salesforce position peaked at $14.6M in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Iyo Bank's 13F filing for Q1 2026, filed 13 May 2026.