QP
CRM icon

Quilter Plc’s Salesforce CRM Stock Holding History

Quilter Plc’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 		$5.03M Sell
32,084
-6,064
-16% -$1.07M 0.08% 64
2026
Q1 		$7.12M Sell
38,148
-3,107
-8% -$644K 0.13% 56
2025
Q4 		$10.9M Sell
41,255
-35,912
-47% -$8.92M 0.18% 53
2025
Q3 		$18.3M Sell
77,167
-175,002
-69% -$44.1M 0.31% 46
2025
Q2 		$68.8M Buy
252,169
+51,762
+26% +$13.8M 1.26% 29
2025
Q1 		$53.8M Buy
200,407
+60,099
+43% +$18.7M 1.12% 34
2024
Q4 		$46.9M Sell
140,308
-15,088
-10% -$4.82M 0.93% 35
2024
Q3 		$42.5M Sell
155,396
-5,687
-4% -$1.46M 0.87% 36
2024
Q2 		$41.4M Buy
161,083
+4,771
+3% +$1.28M 0.93% 35
2024
Q1 		$47.1M Buy
156,312
+17,393
+13% +$5.02M 1.11% 28
2023
Q4 		$36.8M Buy
138,919
+8,079
+6% +$1.83M 1.24% 25
2023
Q3 		$131M Buy
130,840
+13,755
+12% +$2.97M 0.52% 40
2023
Q2 		$116M Buy
117,085
+103,709
+775% +$21.2M 0.45% 44
2023
Q1 		$13.3M Sell
13,376
-568
-4% -$95.9K 0.05% 81
2022
Q4 		$1.85M Sell
13,944
-1,681
-11% -$245K 0.06% 77
2022
Q3 		$2.25M Sell
15,625
-302
-2% -$51.2K 0.08% 72
2022
Q2 		$2.63M Sell
15,927
-24,563
-61% -$4.34M 0.09% 72
2022
Q1 		$8.6M Sell
40,490
-745
-2% -$160K 0.23% 55
2021
Q4 		$10.5M Sell
41,235
-7,365
-15% -$2.07M 0.27% 51
2021
Q3 		$13.2M Sell
48,600
-2,150
-4% -$546K 0.37% 47
2021
Q2 		$12.4M Sell
50,750
-7,352
-13% -$1.69M 0.36% 48
2021
Q1 		$12.3M Buy
58,102
+4,127
+8% +$919K 0.39% 48
2020
Q4 		$12M Buy
53,975
+53
+0.1% +$12.9K 0.41% 44
2020
Q3 		$13.6M Sell
53,922
-21,572
-29% -$4.72M 0.54% 36
2020
Q2 		$14.1M Sell
75,494
-9,530
-11% -$1.61M 0.69% 34
2020
Q1 		$12.2M Buy
85,024
+33,576
+65% +$5.76M 0.81% 30
2019
Q4 		$8.37M Buy
+51,448
New +$8.06M 0.49% 49

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

Quilter Plc's CRM Position: Q2 2026 in Review

Quilter Plc reduced its Salesforce (CRM) stake by 16% in Q2 2026, selling an estimated $1.07M and leaving 32,084 shares worth $5.03M. The position accounts for 0.08% of the portfolio, ranked #64.

Quilter Plc first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $131M in Q3 2023. 2,478 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Quilter Plc held 32,084 shares of Salesforce worth $5.03M as of Q2 2026.
  • Quilter Plc sold 6,064 Salesforce shares in Q2 2026, an estimated $1.07M.
  • Salesforce made up 0.08% of Quilter Plc's portfolio in Q2 2026, its #64 holding.
  • Quilter Plc first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Quilter Plc's Salesforce position peaked at $131M in Q3 2023.
  • 2,478 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Quilter Plc's 13F filing for Q2 2026, filed 24 Jul 2026.