RS
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Rakuten Securities’s Salesforce CRM Stock Holding History

Rakuten Securities’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 		$1.2M Buy
7,676
+4,675
+156% +$822K 0.28% 55
2026
Q1 		$560K Buy
3,001
+1,086
+57% +$225K 0.23% 68
2025
Q4 		$507K Sell
1,915
-1,163
-38% -$289K 0.16% 77
2025
Q3 		$729K Buy
3,078
+1,142
+59% +$288K 0.27% 60
2025
Q2 		$528K Buy
1,936
+767
+66% +$205K 0.21% 70
2025
Q1 		$314K Buy
1,169
+133
+13% +$41.4K 0.16% 89
2024
Q4 		$346K Buy
1,036
+240
+30% +$76.6K 0.14% 75
2024
Q3 		$218K Sell
796
-268
-25% -$68.6K 0.09% 86
2024
Q2 		$274K Buy
1,064
+601
+130% +$161K 0.12% 76
2024
Q1 		$139K Sell
463
-161
-26% -$46.5K 0.06% 113
2023
Q4 		$164K Buy
+624
New +$141K 0.13% 98

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

Rakuten Securities's CRM Position: Q2 2026 in Review

Rakuten Securities increased its Salesforce (CRM) stake by 156% in Q2 2026, buying an estimated $822K and bringing the position to 7,676 shares worth $1.2M. The position accounts for 0.28% of the portfolio, ranked #55.

Rakuten Securities first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Rakuten Securities held 7,676 shares of Salesforce worth $1.2M as of Q2 2026.
  • Rakuten Securities bought 4,675 Salesforce shares in Q2 2026, an estimated $822K.
  • Salesforce made up 0.28% of Rakuten Securities's portfolio in Q2 2026, its #55 holding.
  • Rakuten Securities first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.