Massachusetts Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $933M | Buy |
4,882,551
+2,038,319
| +72% | +$422M | 0.31% | 86 |
|
|
2025
Q4 | $753M | Sell |
2,844,232
-1,031,007
| -27% | -$256M | 0.24% | 105 |
|
|
2025
Q3 | $918M | Sell |
3,875,239
-441,390
| -10% | -$111M | 0.28% | 95 |
|
|
2025
Q2 | $1.18B | Sell |
4,316,629
-2,121,212
| -33% | -$567M | 0.37% | 78 |
|
|
2025
Q1 | $1.73B | Sell |
6,437,841
-155,454
| -2% | -$48.4M | 0.57% | 48 |
|
|
2024
Q4 | $2.2B | Buy |
6,593,295
+628,593
| +11% | +$201M | 0.7% | 27 |
|
|
2024
Q3 | $1.63B | Buy |
5,964,702
+57,825
| +1% | +$14.8M | 0.49% | 57 |
|
|
2024
Q2 | $1.52B | Buy |
5,906,877
+1,922,674
| +48% | +$514M | 0.47% | 59 |
|
|
2024
Q1 | $1.2B | Buy |
3,984,203
+1,820,123
| +84% | +$525M | 0.36% | 82 |
|
|
2023
Q4 | $569M | Sell |
2,164,080
-4,939
| -0.2% | -$1.12M | 0.18% | 133 |
|
|
2023
Q3 | $440M | Buy |
2,169,019
+99,780
| +5% | +$21.6M | 0.15% | 147 |
|
|
2023
Q2 | $437M | Buy |
2,069,239
+104,735
| +5% | +$21.4M | 0.14% | 155 |
|
|
2023
Q1 | $392M | Sell |
1,964,504
-60,042
| -3% | -$10.1M | 0.13% | 163 |
|
|
2022
Q4 | $268M | Sell |
2,024,546
-2,906,964
| -59% | -$424M | 0.09% | 208 |
|
|
2022
Q3 | $709M | Sell |
4,931,510
-196,732
| -4% | -$33.4M | 0.27% | 105 |
|
|
2022
Q2 | $846M | Sell |
5,128,242
-159,935
| -3% | -$28.3M | 0.29% | 96 |
|
|
2022
Q1 | $1.12B | Sell |
5,288,177
-21,427
| -0.4% | -$4.61M | 0.33% | 80 |
|
|
2021
Q4 | $1.35B | Buy |
5,309,604
+49,603
| +0.9% | +$13.9M | 0.37% | 77 |
|
|
2021
Q3 | $1.43B | Sell |
5,260,001
-231,575
| -4% | -$58.8M | 0.42% | 66 |
|
|
2021
Q2 | $1.34B | Sell |
5,491,576
-224,615
| -4% | -$51.8M | 0.39% | 70 |
|
|
2021
Q1 | $1.21B | Sell |
5,716,191
-411,245
| -7% | -$91.6M | 0.37% | 71 |
|
|
2020
Q4 | $1.36B | Sell |
6,127,436
-1,220,859
| -17% | -$297M | 0.44% | 58 |
|
|
2020
Q3 | $1.85B | Buy |
7,348,295
+181,355
| +3% | +$39.7M | 0.67% | 36 |
|
|
2020
Q2 | $1.34B | Buy |
7,166,940
+101,619
| +1% | +$17.1M | 0.53% | 50 |
|
|
2020
Q1 | $1.02B | Sell |
7,065,321
-64,933
| -0.9% | -$11.1M | 0.49% | 61 |
|
|
2019
Q4 | $1.16B | Buy |
7,130,254
+435,127
| +6% | +$68.2M | 0.44% | 67 |
|
|
2019
Q3 | $994M | Sell |
6,695,127
-53,125
| -0.8% | -$8.07M | 0.4% | 72 |
|
|
2019
Q2 | $1.02B | Sell |
6,748,252
-690,037
| -9% | -$108M | 0.42% | 71 |
|
|
2019
Q1 | $1.18B | Buy |
7,438,289
+133,248
| +2% | +$20.7M | 0.5% | 60 |
|
|
2018
Q4 | $1B | Sell |
7,305,041
-3,948
| -0.1% | -$543K | 0.48% | 60 |
|
|
2018
Q3 | $1.16B | Sell |
7,308,989
-224,339
| -3% | -$33.3M | 0.48% | 60 |
|
|
2018
Q2 | $1.03B | Buy |
7,533,328
+961,104
| +15% | +$123M | 0.44% | 66 |
|
|
2018
Q1 | $764M | Buy |
6,572,224
+226,056
| +4% | +$26M | 0.33% | 84 |
|
|
2017
Q4 | $649M | Buy |
6,346,168
+315,101
| +5% | +$32.1M | 0.27% | 98 |
|
|
2017
Q3 | $563M | Buy |
6,031,067
+189,997
| +3% | +$17.5M | 0.24% | 106 |
|
|
2017
Q2 | $506M | Sell |
5,841,070
-13,962
| -0.2% | -$1.22M | 0.22% | 112 |
|
|
2017
Q1 | $483M | Sell |
5,855,032
-112,468
| -2% | -$8.98M | 0.23% | 112 |
|
|
2016
Q4 | $409M | Sell |
5,967,500
-63,895
| -1% | -$4.64M | 0.2% | 124 |
|
|
2016
Q3 | $430M | Sell |
6,031,395
-416,614
| -6% | -$32.5M | 0.21% | 126 |
|
|
2016
Q2 | $512M | Sell |
6,448,009
-36,733
| -0.6% | -$2.88M | 0.26% | 112 |
|
|
2016
Q1 | $479M | Buy |
6,484,742
+912,829
| +16% | +$62.9M | 0.25% | 114 |
|
|
2015
Q4 | $437M | Buy |
5,571,913
+49,061
| +0.9% | +$3.83M | 0.23% | 118 |
|
|
2015
Q3 | $383M | Buy |
5,522,852
+491,901
| +10% | +$34.9M | 0.21% | 117 |
|
|
2015
Q2 | $350M | Sell |
5,030,951
-684,081
| -12% | -$48.7M | 0.18% | 132 |
|
|
2015
Q1 | $382M | Buy |
5,715,032
+1,045
| +0% | +$64.8K | 0.19% | 117 |
|
|
2014
Q4 | $339M | Buy |
5,713,987
+428,120
| +8% | +$25.2M | 0.17% | 134 |
|
|
2014
Q3 | $304M | Buy |
5,285,867
+225,699
| +4% | +$12.7M | 0.16% | 142 |
|
|
2014
Q2 | $294M | Buy |
5,060,168
+983,396
| +24% | +$53.1M | 0.15% | 146 |
|
|
2014
Q1 | $233M | Buy |
4,076,772
+159,536
| +4% | +$9.54M | 0.13% | 166 |
|
|
2013
Q4 | $216M | Sell |
3,917,236
-181,392
| -4% | -$9.7M | 0.12% | 170 |
|
|
2013
Q3 | $213M | Buy |
4,098,628
+1,479,020
| +56% | +$67.1M | 0.13% | 158 |
|
|
2013
Q2 | $100M | Buy |
+2,619,608
| New | +$108M | 0.07% | 228 |
|
Other funds holding CRM
VCM
VPM
Massachusetts Financial Services's CRM Position: Q1 2026 in Review
Massachusetts Financial Services increased its Salesforce (CRM) stake by 72% in Q1 2026, buying an estimated $422M and bringing the position to 4,882,551 shares worth $933M. The position accounts for 0.31% of the portfolio, ranked #86.
Massachusetts Financial Services first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.2B in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Massachusetts Financial Services held 4,882,551 shares of Salesforce worth $933M as of Q1 2026.
- Massachusetts Financial Services bought 2,038,319 Salesforce shares in Q1 2026, an estimated $422M.
- Salesforce made up 0.31% of Massachusetts Financial Services's portfolio in Q1 2026, its #86 holding.
- Massachusetts Financial Services first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
- Massachusetts Financial Services's Salesforce position peaked at $2.2B in Q4 2024.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.