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MassMutual Private Wealth & Trust’s Salesforce CRM Stock Holding History

MassMutual Private Wealth & Trust’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 		$5.67M Sell
36,222
-1,268
-3% -$223K 0.15% 124
2026
Q1 		$7M Buy
37,490
+657
+2% +$136K 0.19% 103
2025
Q4 		$9.76M Sell
36,833
-266
-0.7% -$66.1K 0.25% 91
2025
Q3 		$8.79M Buy
37,099
+2,809
+8% +$708K 0.22% 97
2025
Q2 		$9.35M Buy
34,290
+1,483
+5% +$396K 0.25% 90
2025
Q1 		$8.8M Buy
32,807
+1,888
+6% +$587K 0.25% 91
2024
Q4 		$10.3M Buy
30,919
+2,777
+10% +$886K 0.29% 83
2024
Q3 		$7.7M Buy
28,142
+319
+1% +$81.7K 0.22% 101
2024
Q2 		$7.15M Buy
27,823
+2,915
+12% +$780K 0.22% 102
2024
Q1 		$7.5M Sell
24,908
-5,514
-18% -$1.59M 0.23% 94
2023
Q4 		$8.01M Buy
30,422
+647
+2% +$146K 0.27% 89
2023
Q3 		$6.04M Buy
29,775
+655
+2% +$142K 0.22% 105
2023
Q2 		$6.15M Buy
29,120
+1,911
+7% +$390K 0.22% 107
2023
Q1 		$5.44M Buy
27,209
+3,308
+14% +$559K 0.21% 116
2022
Q4 		$3.17M Buy
23,901
+6,436
+37% +$939K 0.13% 153
2022
Q3 		$2.51M Buy
17,465
+1,330
+8% +$226K 0.11% 163
2022
Q2 		$2.66M Buy
16,135
+1,484
+10% +$262K 0.12% 158
2022
Q1 		$3.11M Sell
14,651
-11,256
-43% -$2.42M 0.12% 154
2021
Q4 		$6.58M Buy
25,907
+6,153
+31% +$1.73M 0.24% 103
2021
Q3 		$5.36M Buy
19,754
+8,462
+75% +$2.15M 0.22% 112
2021
Q2 		$2.76M Buy
11,292
+1,326
+13% +$306K 0.12% 155
2021
Q1 		$2.11M Buy
9,966
+2,557
+35% +$569K 0.1% 166
2020
Q4 		$1.65M Buy
7,409
+740
+11% +$180K 0.08% 173
2020
Q3 		$1.68M Buy
6,669
+6,057
+990% +$1.33M 0.1% 164
2020
Q2 		$115K Buy
612
+435
+246% +$73.3K 0.01% 353
2020
Q1 		$25K Buy
177
+86
+95% +$14.7K ﹤0.01% 429
2019
Q4 		$15K Sell
91
-62
-41% -$9.72K ﹤0.01% 556
2019
Q3 		$23K Buy
153
+32
+26% +$4.86K ﹤0.01% 498
2019
Q2 		$18K Sell
121
-15
-11% -$2.35K ﹤0.01% 506
2019
Q1 		$21.5K Buy
136
+66
+94% +$10.2K ﹤0.01% 505
2018
Q4 		$9.59K Hold
70
– – ﹤0.01% 570
2018
Q3 		$11.1K Buy
70
+15
+27% +$2.23K ﹤0.01% 589
2018
Q2 		$7.5K Sell
55
-127
-70% -$16.2K ﹤0.01% 652
2018
Q1 		$21.2K Buy
182
+114
+168% +$13.1K ﹤0.01% 496
2017
Q4 		$6.95K Hold
68
– – ﹤0.01% 638
2017
Q3 		$6.35K Hold
68
– – ﹤0.01% 824
2017
Q2 		$5.89K Sell
68
-20
-23% -$1.74K ﹤0.01% 809
2017
Q1 		$7.26K Buy
88
+20
+29% +$1.6K ﹤0.01% 757
2016
Q4 		$4.66K Buy
+68
New +$4.93K ﹤0.01% 542
2016
Q2 		$12.5K Buy
158
+90
+132% +$7.06K ﹤0.01% 488
2016
Q1 		$5.02K Sell
68
-50
-42% -$3.44K ﹤0.01% 633
2015
Q4 		$9.25K Sell
118
-119
-50% -$9.29K ﹤0.01% 501
2015
Q3 		$13.6K Buy
237
+47
+25% +$3.33K ﹤0.01% 494
2015
Q2 		$11K Sell
190
-47
-20% -$3.35K ﹤0.01% 477
2015
Q1 		$15.8K Hold
237
– – ﹤0.01% 447
2014
Q4 		$14.1K Hold
237
– – ﹤0.01% 369
2014
Q3 		$13.6K Buy
237
+47
+25% +$2.65K ﹤0.01% 485
2014
Q2 		$11K Hold
190
– – ﹤0.01% 346
2014
Q1 		$10.8K Buy
190
+66
+53% +$3.95K 0.01% 322
2013
Q4 		$6.84K Buy
+124
New +$6.63K 0.01% 336

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

MassMutual Private Wealth & Trust's CRM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Salesforce (CRM) stake by 3.4% in Q2 2026, selling an estimated $223K and leaving 36,222 shares worth $5.67M. The position accounts for 0.15% of the portfolio, ranked #124.

MassMutual Private Wealth & Trust first reported a position in CRM in Q4 2013 and has held it in 50 quarters since. The position peaked at $10.3M in Q4 2024. 1,136 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • MassMutual Private Wealth & Trust held 36,222 shares of Salesforce worth $5.67M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 1,268 Salesforce shares in Q2 2026, an estimated $223K.
  • Salesforce made up 0.15% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #124 holding.
  • MassMutual Private Wealth & Trust first reported a position in Salesforce in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Salesforce position peaked at $10.3M in Q4 2024.
  • 1,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.