Morgan Stanley’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 | $5.91B | Buy |
31,675,603
+12,666,457
| +67% | +$2.62B | 0.36% | 40 |
|
|
2025
Q4 | $5.04B | Sell |
19,009,146
-180,763
| -0.9% | -$44.9M | 0.3% | 53 |
|
|
2025
Q3 | $4.55B | Sell |
19,189,909
-1,266,565
| -6% | -$319M | 0.28% | 58 |
|
|
2025
Q2 | $5.58B | Buy |
20,456,474
+195,944
| +1% | +$52.4M | 0.36% | 40 |
|
|
2025
Q1 | $5.44B | Buy |
20,260,530
+1,082,983
| +6% | +$337M | 0.39% | 38 |
|
|
2024
Q4 | $6.41B | Sell |
19,177,547
-51,410
| -0.3% | -$16.4M | 0.45% | 31 |
|
|
2024
Q3 | $5.26B | Sell |
19,228,957
-223,544
| -1% | -$57.3M | 0.38% | 36 |
|
|
2024
Q2 | $5B | Sell |
19,452,501
-538,415
| -3% | -$144M | 0.39% | 40 |
|
|
2024
Q1 | $6.02B | Sell |
19,990,916
-20,374,910
| -50% | -$5.88B | 0.48% | 31 |
|
|
2023
Q4 | $10.6B | Buy |
40,365,826
+22,663,817
| +128% | +$5.13B | 0.47% | 32 |
|
|
2023
Q3 | $3.59B | Sell |
17,702,009
-1,856,950
| -9% | -$401M | 0.37% | 44 |
|
|
2023
Q2 | $4.13B | Buy |
19,558,959
+896,395
| +5% | +$183M | 0.41% | 40 |
|
|
2023
Q1 | $3.73B | Sell |
18,662,564
-341,272
| -2% | -$57.6M | 0.4% | 41 |
|
|
2022
Q4 | $2.52B | Buy |
19,003,836
+149,012
| +0.8% | +$21.7M | 0.29% | 66 |
|
|
2022
Q3 | $2.71B | Sell |
18,854,824
-215,993
| -1% | -$36.6M | 0.37% | 49 |
|
|
2022
Q2 | $3.15B | Buy |
19,070,817
+2,381,298
| +14% | +$421M | 0.41% | 44 |
|
|
2022
Q1 | $3.54B | Buy |
16,689,519
+1,589,132
| +11% | +$342M | 0.48% | 35 |
|
|
2021
Q4 | $3.84B | Sell |
15,100,387
-100,885
| -0.7% | -$28.3M | 0.47% | 38 |
|
|
2021
Q3 | $4.12B | Sell |
15,201,272
-1,362,625
| -8% | -$346M | 0.56% | 28 |
|
|
2021
Q2 | $4.05B | Buy |
16,563,897
+2,787,393
| +20% | +$642M | 0.53% | 31 |
|
|
2021
Q1 | $2.92B | Sell |
13,776,504
-110,196
| -0.8% | -$24.5M | 0.43% | 44 |
|
|
2020
Q4 | $3.09B | Buy |
13,886,700
+1,680,084
| +14% | +$409M | 0.48% | 34 |
|
|
2020
Q3 | $3.07B | Buy |
12,206,616
+1,118,889
| +10% | +$245M | 0.59% | 30 |
|
|
2020
Q2 | $2.08B | Buy |
11,087,727
+253,376
| +2% | +$42.7M | 0.46% | 43 |
|
|
2020
Q1 | $1.56B | Buy |
10,834,351
+278,879
| +3% | +$47.8M | 0.42% | 53 |
|
|
2019
Q4 | $1.72B | Buy |
10,555,472
+1,403,459
| +15% | +$220M | 0.4% | 42 |
|
|
2019
Q3 | $1.36B | Sell |
9,152,013
-2,005,445
| -18% | -$305M | 0.36% | 55 |
|
|
2019
Q2 | $1.69B | Sell |
11,157,458
-2,209,993
| -17% | -$346M | 0.45% | 35 |
|
|
2019
Q1 | $2.12B | Sell |
13,367,451
-2,945,643
| -18% | -$457M | 0.6% | 16 |
|
|
2018
Q4 | $2.23B | Buy |
16,313,094
+1,520,775
| +10% | +$209M | 0.67% | 14 |
|
|
2018
Q3 | $2.35B | Buy |
14,792,319
+296,317
| +2% | +$44M | 0.59% | 19 |
|
|
2018
Q2 | $1.98B | Buy |
14,496,002
+214,578
| +2% | +$27.4M | 0.53% | 23 |
|
|
2018
Q1 | $1.66B | Sell |
14,281,424
-378,572
| -3% | -$43.5M | 0.46% | 30 |
|
|
2017
Q4 | $1.5B | Sell |
14,659,996
-926,487
| -6% | -$94.4M | 0.41% | 38 |
|
|
2017
Q3 | $1.46B | Sell |
15,586,483
-458,566
| -3% | -$42.2M | 0.44% | 35 |
|
|
2017
Q2 | $1.39B | Buy |
16,045,049
+586,640
| +4% | +$51.1M | 0.42% | 38 |
|
|
2017
Q1 | $1.28B | Buy |
15,458,409
+319,907
| +2% | +$25.6M | 0.39% | 40 |
|
|
2016
Q4 | $1.04B | Buy |
15,138,502
+101,950
| +0.7% | +$7.4M | 0.34% | 45 |
|
|
2016
Q3 | $1.07B | Buy |
15,036,552
+729,106
| +5% | +$56.9M | 0.37% | 41 |
|
|
2016
Q2 | $1.14B | Buy |
14,307,446
+3,761,675
| +36% | +$295M | 0.41% | 33 |
|
|
2016
Q1 | $779M | Sell |
10,545,771
-634,802
| -6% | -$43.7M | 0.3% | 63 |
|
|
2015
Q4 | $877M | Buy |
11,180,573
+1,728,707
| +18% | +$135M | 0.32% | 59 |
|
|
2015
Q3 | $656M | Sell |
9,451,866
-53,975
| -0.6% | -$3.83M | 0.24% | 85 |
|
|
2015
Q2 | $662M | Sell |
9,505,841
-545,764
| -5% | -$38.9M | 0.23% | 91 |
|
|
2015
Q1 | $672M | Buy |
10,051,605
+69,037
| +0.7% | +$4.28M | 0.25% | 85 |
|
|
2014
Q4 | $592M | Buy |
9,982,568
+574,420
| +6% | +$33.9M | 0.22% | 105 |
|
|
2014
Q3 | $541M | Buy |
9,408,148
+372,701
| +4% | +$21M | 0.21% | 101 |
|
|
2014
Q2 | $525M | Sell |
9,035,447
-143,718
| -2% | -$7.76M | 0.21% | 99 |
|
|
2014
Q1 | $524M | Buy |
9,179,165
+1,493,894
| +19% | +$89.3M | 0.22% | 91 |
|
|
2013
Q4 | $424M | Buy |
7,685,271
+726,418
| +10% | +$38.9M | 0.18% | 131 |
|
|
2013
Q3 | $361M | Sell |
6,958,853
-6,363,065
| -48% | -$289M | 0.17% | 142 |
|
|
2013
Q2 | $509M | Buy |
+13,321,918
| New | +$550M | 0.26% | 77 |
|
Other funds holding CRM
VCM
VPM
Morgan Stanley's CRM Position: Q1 2026 in Review
Morgan Stanley increased its Salesforce (CRM) stake by 67% in Q1 2026, buying an estimated $2.62B and bringing the position to 31,675,603 shares worth $5.91B. The position accounts for 0.36% of the portfolio, ranked #40.
Morgan Stanley first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.6B in Q4 2023. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Morgan Stanley held 31,675,603 shares of Salesforce worth $5.91B as of Q1 2026.
- Morgan Stanley bought 12,666,457 Salesforce shares in Q1 2026, an estimated $2.62B.
- Salesforce made up 0.36% of Morgan Stanley's portfolio in Q1 2026, its #40 holding.
- Morgan Stanley first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Salesforce position peaked at $10.6B in Q4 2023.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.