MSA
CRM icon

MUFG Securities Americas’s Salesforce CRM Stock Holding History

MUFG Securities Americas’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 		$3.86M Sell
24,639
-1,288
-5% -$226K 0.2% 85
2026
Q1 		$4.84M Buy
25,927
+280
+1% +$58K 0.31% 57
2025
Q4 		$6.79M Sell
25,647
-133
-0.5% -$33.1K 0.42% 40
2025
Q3 		$6.11M Buy
25,780
+4,515
+21% +$1.14M 0.39% 38
2025
Q2 		$5.8M Buy
21,265
+4,325
+26% +$1.16M 0.5% 33
2025
Q1 		$4.55M Buy
16,940
+2,828
+20% +$880K 0.53% 30
2024
Q4 		$4.72M Buy
+14,112
New +$4.5M 0.6% 29

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MUFG Securities Americas's CRM Position: Q2 2026 in Review

MUFG Securities Americas reduced its Salesforce (CRM) stake by 5% in Q2 2026, selling an estimated $226K and leaving 24,639 shares worth $3.86M. The position accounts for 0.2% of the portfolio, ranked #85.

MUFG Securities Americas first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.79M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • MUFG Securities Americas held 24,639 shares of Salesforce worth $3.86M as of Q2 2026.
  • MUFG Securities Americas sold 1,288 Salesforce shares in Q2 2026, an estimated $226K.
  • Salesforce made up 0.2% of MUFG Securities Americas's portfolio in Q2 2026, its #85 holding.
  • MUFG Securities Americas first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • MUFG Securities Americas's Salesforce position peaked at $6.79M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MUFG Securities Americas's 13F filing for Q2 2026, filed 14 Aug 2026.