Rakuten Investment Management’s Salesforce CRM Stock Holding History

Rakuten Investment Management’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 Q1	$25.8M	Buy	139,176 +13,720	+11%	+$2.84M	0.05%	67
2025 Q4	$33.4M	Buy	125,456 +108,166	+626%	+$26.9M	0.11%	58
2025 Q3	$4.69M	Buy	+17,290	New	+$4.36M	0.02%	260
2025 Q1	$23.6M	Buy	+87,556	New	+$27.2M	0.11%	43
2024 Q3	$15.2M	Buy	55,022 +13,626	+33%	+$3.49M	0.09%	40
2024 Q2	$10.5M	Buy	41,396 +15,328	+59%	+$4.1M	0.07%	43
2024 Q1	$7.85M	Buy	26,068 +23,662	+983%	+$6.83M	0.06%	40
2023 Q4	$639K	Buy	+2,406	New	+$545K	0.01%	45

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Rakuten Investment Management's CRM Position: Q1 2026 in Review

Rakuten Investment Management increased its Salesforce (CRM) stake by 11% in Q1 2026, buying an estimated $2.84M and bringing the position to 139,176 shares worth $25.8M. The position accounts for 0.05% of the portfolio, ranked #67.

Rakuten Investment Management first reported a position in CRM in Q4 2023 and has held it in 8 quarters since. The position peaked at $33.4M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Rakuten Investment Management held 139,176 shares of Salesforce worth $25.8M as of Q1 2026.
Rakuten Investment Management bought 13,720 Salesforce shares in Q1 2026, an estimated $2.84M.
Salesforce made up 0.05% of Rakuten Investment Management's portfolio in Q1 2026, its #67 holding.
Rakuten Investment Management first reported a position in Salesforce in Q4 2023 and has held it in 8 quarters since.
Rakuten Investment Management's Salesforce position peaked at $33.4M in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.