Mitsubishi UFJ Morgan Stanley Securities’s Salesforce CRM Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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	-1,832	Closed	-$485K	–	163
2025 Q4	$485K	Buy	+1,832	New	+$455K	0.76%	31
2023 Q1	–	Sell	-260	Closed	-$34K	–	60
2022 Q4	$34K	Buy	260 +10	+4%	+$1.46K	0.3%	47
2022 Q3	$36K	Hold	250	–	–	0.48%	35
2022 Q2	$41K	Hold	250	–	–	0.06%	31
2022 Q1	$53K	Sell	250 -130	-34%	-$28K	0.05%	26
2021 Q4	$97K	Sell	380 -10	-3%	-$2.81K	0.05%	56
2021 Q3	$106K	Buy	390 +160	+70%	+$40.6K	0.1%	31
2021 Q2	$56K	Buy	+230	New	+$53K	0.42%	58
2014 Q4	$28K	Hold	470	–	–	0.06%	91
2014 Q3	$27K	Buy	+470	New	+$26.5K	0.08%	101
2014 Q2	–	Sell	-330	Closed	-$19K	–	247
2014 Q1	$19K	Hold	330	–	–	0.05%	126
2013 Q4	$18K	Sell	330 -280	-46%	-$15K	0.03%	166
2013 Q3	$32K	Buy	+610	New	+$27.7K	0.05%	111

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

Mitsubishi UFJ Morgan Stanley Securities's CRM Position: Q1 2026 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,832 shares — an estimated $485K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in CRM in Q3 2013 and held it in 13 quarters. The position peaked at $485K in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Mitsubishi UFJ Morgan Stanley Securities reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Mitsubishi UFJ Morgan Stanley Securities sold 1,832 Salesforce shares in Q1 2026, an estimated $485K.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in Salesforce in Q3 2013 and held it in 13 quarters.
Mitsubishi UFJ Morgan Stanley Securities's Salesforce position peaked at $485K in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q1 2026, filed 30 Apr 2026.