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
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 -$849 – 746
2013
Q2 		$849 Buy
+22,224
New +$917K ﹤0.01% 602

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

Loomis, Sayles & Company's CRM Position: Q1 2026 in Review

Loomis, Sayles & Company reduced its Salesforce (CRM) stake by 0.21% in Q1 2026, selling an estimated $2.61M and leaving 6,056,754 shares worth $1.13B. The position accounts for 1.52% of the portfolio, ranked #17.

Loomis, Sayles & Company first reported a position in CRM in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.89B in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Loomis, Sayles & Company held 6,056,754 shares of Salesforce worth $1.13B as of Q1 2026.
  • Loomis, Sayles & Company sold 12,609 Salesforce shares in Q1 2026, an estimated $2.61M.
  • Salesforce made up 1.52% of Loomis, Sayles & Company's portfolio in Q1 2026, its #17 holding.
  • Loomis, Sayles & Company first reported a position in Salesforce in Q2 2013 and has held it in 26 quarters since.
  • Loomis, Sayles & Company's Salesforce position peaked at $2.89B in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.