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SBI Securities’s Salesforce CRM Stock Holding History

SBI 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 		$2.95M Buy
18,833
+304
+2% +$53.5K 0.07% 154
2026
Q1 		$3.46M Sell
18,529
-645
-3% -$134K 0.09% 118
2025
Q4 		$5.08M Buy
19,174
+1,690
+10% +$420K 0.13% 97
2025
Q3 		$4.14M Sell
17,484
-827
-5% -$209K 0.11% 115
2025
Q2 		$4.99M Buy
18,311
+845
+5% +$226K 0.14% 89
2025
Q1 		$4.69M Buy
17,466
+1,205
+7% +$375K 0.16% 89
2024
Q4 		$5.44M Buy
+16,261
New +$5.19M 0.17% 78

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

SBI Securities's CRM Position: Q2 2026 in Review

SBI Securities increased its Salesforce (CRM) stake by 1.6% in Q2 2026, buying an estimated $53.5K and bringing the position to 18,833 shares worth $2.95M. The position accounts for 0.07% of the portfolio, ranked #154.

SBI Securities first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.44M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • SBI Securities held 18,833 shares of Salesforce worth $2.95M as of Q2 2026.
  • SBI Securities bought 304 Salesforce shares in Q2 2026, an estimated $53.5K.
  • Salesforce made up 0.07% of SBI Securities's portfolio in Q2 2026, its #154 holding.
  • SBI Securities first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Salesforce position peaked at $5.44M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.