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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SBI Securities's CRM Position: Q1 2026 in Review

SBI Securities reduced its Salesforce (CRM) stake by 3.4% in Q1 2026, selling an estimated $134K and leaving 18,529 shares worth $3.46M. The position accounts for 0.09% of the portfolio, ranked #118.

SBI Securities first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.44M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • SBI Securities held 18,529 shares of Salesforce worth $3.46M as of Q1 2026.
  • SBI Securities sold 645 Salesforce shares in Q1 2026, an estimated $134K.
  • Salesforce made up 0.09% of SBI Securities's portfolio in Q1 2026, its #118 holding.
  • SBI Securities first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's Salesforce position peaked at $5.44M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.