MML Investors Services
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MML Investors Services’s Salesforce CRM Stock Holding History

MML Investors Services’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 		$41.9M Buy
267,715
+35,577
+15% +$6.26M 0.09% 240
2026
Q1 		$43.3M Sell
232,138
-44,556
-16% -$9.23M 0.12% 172
2025
Q4 		$73.3M Buy
276,694
+57,518
+26% +$14.3M 0.18% 110
2025
Q3 		$51.9M Buy
219,176
+11,449
+6% +$2.89M 0.14% 145
2025
Q2 		$56.6M Buy
207,727
+20,272
+11% +$5.42M 0.16% 132
2025
Q1 		$50.3M Buy
187,455
+16,639
+10% +$5.18M 0.17% 130
2024
Q4 		$57.1M Buy
170,816
+16,023
+10% +$5.11M 0.2% 103
2024
Q3 		$42.4M Buy
154,793
+9,229
+6% +$2.36M 0.15% 147
2024
Q2 		$37.4M Buy
145,564
+14,263
+11% +$3.82M 0.15% 145
2024
Q1 		$39.5M Buy
131,301
+8,890
+7% +$2.57M 0.16% 143
2023
Q4 		$32.2M Buy
122,411
+25,903
+27% +$5.86M 0.15% 157
2023
Q3 		$19.6M Buy
96,508
+7,678
+9% +$1.66M 0.11% 197
2023
Q2 		$18.8M Buy
88,830
+13,135
+17% +$2.68M 0.1% 208
2023
Q1 		$15.1M Sell
75,695
-6,681
-8% -$1.13M 0.11% 212
2022
Q4 		$10.9M Buy
82,376
+9,272
+13% +$1.35M 0.07% 282
2022
Q3 		$10.5M Sell
73,104
-12,443
-15% -$2.11M 0.08% 255
2022
Q2 		$14.1M Sell
85,547
-2,744
-3% -$485K 0.11% 217
2022
Q1 		$18.7M Buy
88,291
+57
+0.1% +$12.3K 0.13% 169
2021
Q4 		$22.4M Buy
88,234
+8,024
+10% +$2.25M 0.16% 135
2021
Q3 		$21.8M Buy
80,210
+9,554
+14% +$2.43M 0.17% 129
2021
Q2 		$17.3M Sell
70,656
-5,506
-7% -$1.27M 0.15% 160
2021
Q1 		$16.1M Buy
76,162
+3,156
+4% +$703K 0.15% 151
2020
Q4 		$16.2M Buy
73,006
+11,263
+18% +$2.74M 0.17% 137
2020
Q3 		$15.5M Sell
61,743
-94
-0.2% -$20.6K 0.19% 125
2020
Q2 		$11.6M Buy
61,837
+19,340
+46% +$3.26M 0.16% 156
2020
Q1 		$6.12M Sell
42,497
-8,703
-17% -$1.49M 0.11% 201
2019
Q4 		$8.33M Buy
51,200
+8,066
+19% +$1.26M 0.12% 195
2019
Q3 		$6.4M Sell
43,134
-7,394
-15% -$1.12M 0.1% 209
2019
Q2 		$7.67M Buy
50,528
+6,463
+15% +$1.01M 0.11% 202
2019
Q1 		$6.98M Buy
44,065
+13,991
+47% +$2.17M 0.11% 198
2018
Q4 		$4.12M Buy
30,074
+11,941
+66% +$1.64M 0.07% 271
2018
Q3 		$2.88M Buy
18,133
+272
+2% +$40.4K 0.05% 340
2018
Q2 		$2.44M Buy
17,861
+5,545
+45% +$707K 0.05% 309
2018
Q1 		$1.43M Sell
12,316
-1,535
-11% -$176K 0.03% 431
2017
Q4 		$1.42M Buy
13,851
+746
+6% +$76K 0.03% 437
2017
Q3 		$1.22M Buy
13,105
+725
+6% +$66.7K 0.03% 445
2017
Q2 		$1.07M Buy
+12,380
New +$1.08M 0.02% 487

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MML Investors Services's CRM Position: Q2 2026 in Review

MML Investors Services increased its Salesforce (CRM) stake by 15% in Q2 2026, buying an estimated $6.26M and bringing the position to 267,715 shares worth $41.9M. The position accounts for 0.09% of the portfolio, ranked #240.

MML Investors Services first reported a position in CRM in Q2 2017 and has held it in 37 quarters since. The position peaked at $73.3M in Q4 2025. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • MML Investors Services held 267,715 shares of Salesforce worth $41.9M as of Q2 2026.
  • MML Investors Services bought 35,577 Salesforce shares in Q2 2026, an estimated $6.26M.
  • Salesforce made up 0.09% of MML Investors Services's portfolio in Q2 2026, its #240 holding.
  • MML Investors Services first reported a position in Salesforce in Q2 2017 and has held it in 37 quarters since.
  • MML Investors Services's Salesforce position peaked at $73.3M in Q4 2025.
  • 1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.