Loomis, Sayles & Company
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Loomis, Sayles & Company’s Salesforce CRM Stock Holding History

Loomis, Sayles & Company’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 		$1.01B Buy
6,452,463
+395,709
+7% +$69.6M 1.27% 17
2026
Q1 		$1.13B Sell
6,056,754
-12,609
-0.2% -$2.61M 1.52% 17
2025
Q4 		$1.61B Sell
6,069,363
-189,689
-3% -$47.1M 1.94% 16
2025
Q3 		$1.48B Sell
6,259,052
-14,368
-0.2% -$3.62M 1.76% 16
2025
Q2 		$1.71B Buy
6,273,420
+16,041
+0.3% +$4.29M 2.14% 13
2025
Q1 		$1.68B Sell
6,257,379
-235,676
-4% -$73.3M 2.43% 12
2024
Q4 		$2.17B Sell
6,493,055
-234,679
-3% -$74.9M 2.74% 11
2024
Q3 		$1.84B Sell
6,727,734
-229,582
-3% -$58.8M 2.42% 11
2024
Q2 		$1.79B Sell
6,957,316
-198,005
-3% -$53M 2.47% 11
2024
Q1 		$2.16B Sell
7,155,321
-108,505
-1% -$31.3M 3.06% 11
2023
Q4 		$1.91B Sell
7,263,826
-113,368
-2% -$25.7M 2.93% 11
2023
Q3 		$1.5B Sell
7,377,194
-394,193
-5% -$85.2M 2.57% 11
2023
Q2 		$1.64B Sell
7,771,387
-456,783
-6% -$93.2M 2.65% 11
2023
Q1 		$1.64B Sell
8,228,170
-298,970
-4% -$50.5M 2.85% 11
2022
Q4 		$1.13B Sell
8,527,140
-891,103
-9% -$130M 2.26% 12
2022
Q3 		$1.35B Sell
9,418,243
-381,461
-4% -$64.7M 2.74% 11
2022
Q2 		$1.62B Sell
9,799,704
-718,384
-7% -$127M 3% 8
2022
Q1 		$2.23B Sell
10,518,088
-45,619
-0.4% -$9.82M 2.98% 9
2021
Q4 		$2.68B Sell
10,563,707
-107,609
-1% -$30.2M 3.25% 9
2021
Q3 		$2.89B Buy
10,671,316
+1,499,302
+16% +$381M 3.56% 5
2021
Q2 		$2.24B Sell
9,172,014
-368,634
-4% -$85M 2.72% 12
2021
Q1 		$2.02B Sell
9,540,648
-259,326
-3% -$57.7M 2.62% 13
2020
Q4 		$2.18B Sell
9,799,974
-662,086
-6% -$161M 2.88% 11
2020
Q3 		$2.63B Sell
10,462,060
-143,247
-1% -$31.4M 3.83% 6
2020
Q2 		$1.99B Buy
10,605,307
+3,755,698
+55% +$633M 3.19% 10
2020
Q1 		$986M Buy
+6,849,609
New +$1.17B 2.03% 15
2013
Q3 		– Sell
-22,224
Closed -$849K – 746
2013
Q2 		$849K Buy
+22,224
New +$917K ﹤0.01% 602

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 $3.37T AUM 44.26% 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

Loomis, Sayles & Company's CRM Position: Q2 2026 in Review

Loomis, Sayles & Company increased its Salesforce (CRM) stake by 6.5% in Q2 2026, buying an estimated $69.6M and bringing the position to 6,452,463 shares worth $1.01B. The position accounts for 1.27% of the portfolio, ranked #17.

Loomis, Sayles & Company first reported a position in CRM in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.89B in Q3 2021. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Loomis, Sayles & Company held 6,452,463 shares of Salesforce worth $1.01B as of Q2 2026.
  • Loomis, Sayles & Company bought 395,709 Salesforce shares in Q2 2026, an estimated $69.6M.
  • Salesforce made up 1.27% of Loomis, Sayles & Company's portfolio in Q2 2026, its #17 holding.
  • Loomis, Sayles & Company first reported a position in Salesforce in Q2 2013 and has held it in 27 quarters since.
  • Loomis, Sayles & Company's Salesforce position peaked at $2.89B in Q3 2021.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.