Perpetual Ltd
CRM icon

Perpetual Ltd’s Salesforce CRM Stock Holding History

Perpetual Ltd’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
Q3 		$856K Sell
3,727
-65
-2% -$13.4K 0.01% 238
2026
Q2 		$594K Sell
3,792
-930
-20% -$164K 0.01% 302
2026
Q1 		$881K Buy
4,722
+615
+15% +$127K 0.01% 234
2025
Q4 		$1.09M Sell
4,107
-155,902
-97% -$38.7M 0.02% 227
2025
Q3 		$37.9M Sell
160,009
-56,208
-26% -$14.2M 0.47% 55
2025
Q2 		$59M Buy
216,217
+206,195
+2,057% +$55.1M 0.69% 40
2025
Q1 		$2.69M Buy
10,022
+2,097
+26% +$652K 0.03% 175
2024
Q4 		$2.65M Buy
7,925
+990
+14% +$316K 0.03% 169
2024
Q3 		$1.9M Sell
6,935
-3,636
-34% -$931K 0.02% 200
2024
Q2 		$2.72M Buy
10,571
+847
+9% +$227K 0.03% 184
2024
Q1 		$2.93M Sell
9,724
-1,071
-10% -$309K 0.03% 191
2023
Q4 		$2.84M Sell
10,795
-3,628
-25% -$821K 0.03% 182
2023
Q3 		$2.92M Sell
14,423
-8,240
-36% -$1.78M 0.03% 189
2023
Q2 		$4.79M Buy
22,663
+4,886
+27% +$997K 0.04% 185
2023
Q1 		$3.55M Buy
+17,777
New +$3M 0.03% 205
2020
Q3 		$5.8M Sell
23,009
-11,183
-33% -$2.45M 0.42% 101
2020
Q2 		$6.4M Hold
34,192
– – 0.6% 45
2020
Q1 		$4.92M Buy
+34,192
New +$5.86M 0.7% 49
2017
Q3 		– Sell
-57,411
Closed -$4.97M – 191
2017
Q2 		$4.97M Hold
57,411
– – 0.39% 74
2017
Q1 		$4.9M Hold
57,411
– – 0.49% 60
2016
Q4 		$3.93M Buy
57,411
+2,583
+5% +$187K 0.6% 41
2016
Q3 		$3.91M Buy
+54,828
New +$4.28M 0.32% 80

Other funds holding CRM

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Perpetual Ltd's CRM Position: Q3 2026 in Review

Perpetual Ltd reduced its Salesforce (CRM) stake by 1.7% in Q3 2026, selling an estimated $13.4K and leaving 3,727 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #238.

Perpetual Ltd first reported a position in CRM in Q3 2016 and has held it in 22 quarters since. The position peaked at $59M in Q2 2025. 1,455 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Perpetual Ltd held 3,727 shares of Salesforce worth $856K as of Q3 2026.
  • Perpetual Ltd sold 65 Salesforce shares in Q3 2026, an estimated $13.4K.
  • Salesforce made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #238 holding.
  • Perpetual Ltd first reported a position in Salesforce in Q3 2016 and has held it in 22 quarters since.
  • Perpetual Ltd's Salesforce position peaked at $59M in Q2 2025.
  • 1,455 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.