SBI Securities
CRM icon

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
Q3 		$4.7M Buy
20,474
+1,641
+9% +$338K 0.11% 103
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

SBI Securities's CRM Position: Q3 2026 in Review

SBI Securities increased its Salesforce (CRM) stake by 8.7% in Q3 2026, buying an estimated $338K and bringing the position to 20,474 shares worth $4.7M. The position accounts for 0.11% of the portfolio, ranked #103.

SBI Securities first reported a position in CRM in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.44M in Q4 2024. 1,693 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • SBI Securities held 20,474 shares of Salesforce worth $4.7M as of Q3 2026.
  • SBI Securities bought 1,641 Salesforce shares in Q3 2026, an estimated $338K.
  • Salesforce made up 0.11% of SBI Securities's portfolio in Q3 2026, its #103 holding.
  • SBI Securities first reported a position in Salesforce in Q4 2024 and has held it in 8 quarters since.
  • SBI Securities's Salesforce position peaked at $5.44M in Q4 2024.
  • 1,693 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.