SG Americas Securities’s Salesforce CRM Stock Holding History

SG Americas 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	$3.74M	Buy	817,800 +722,000	+754%	+$150M	﹤0.01%	1141
2025 Q4	$1.31M	Buy	95,800 +40,300	+73%	+$10M	﹤0.01%	1794
2025 Q3	$211K	Buy	55,500 +17,500	+46%	+$4.41M	﹤0.01%	2719
2025 Q2	$416K	Buy	38,000 +14,800	+64%	+$3.96M	﹤0.01%	1789
2025 Q1	$433K	Sell	23,200 -153,700	-87%	-$47.8M	﹤0.01%	1892
2024 Q4	$13.5M	Sell	176,900 -258,800	-59%	-$82.6M	0.06%	183
2024 Q3	$8.22M	Buy	435,700 +2,000	+0.5%	+$512K	0.03%	306
2024 Q2	$11M	Buy	433,700 +332,900	+330%	+$89.1M	0.06%	301
2024 Q1	$8.38M	Sell	100,800 -12,600	-11%	-$3.64M	0.04%	412
2023 Q4	$6.78M	Buy	113,400 +8,700	+8%	+$1.97M	0.06%	282
2023 Q3	$2.65M	Sell	104,700 -171,900	-62%	-$37.1M	0.03%	577
2023 Q2	$4.54M	Sell	276,600 -144,300	-34%	-$29.5M	0.03%	409
2023 Q1	$6.92M	Buy	420,900 +308,500	+274%	+$52.1M	0.08%	196
2022 Q4	$644K	Buy	112,400 +46,300	+70%	+$6.76M	0.01%	1319
2022 Q3	$228K	Buy	66,100 +53,200	+412%	+$9.02M	﹤0.01%	2212
2022 Q2	$114K	Buy	+12,900	New	+$2.28M	﹤0.01%	3039
2022 Q1	–	Sell	-26,000	Closed	-$428K	–	3039
2021 Q4	$428K	Sell	26,000 -260,000	-91%	-$73.1M	﹤0.01%	2247
2021 Q3	$7.23M	Buy	286,000 +252,000	+741%	+$64M	0.03%	379
2021 Q2	$595K	Hold	34,000	–	–	﹤0.01%	1865
2021 Q1	$322K	Sell	34,000 -234,000	-87%	-$52.1M	﹤0.01%	2324
2020 Q4	$7.53M	Sell	268,000 -29,000	-10%	-$7.05M	0.04%	338
2020 Q3	$15.3M	Buy	297,000 +46,500	+19%	+$10.2M	0.1%	145
2020 Q2	$4.88M	Buy	250,500 +12,500	+5%	+$2.11M	0.04%	359
2020 Q1	$1.51M	Sell	238,000 -4,000	-2%	-$686K	0.01%	979
2019 Q4	$1.23M	Buy	242,000 +130,000	+116%	+$20.4M	0.01%	1123
2019 Q3	$623K	Sell	112,000 -92,800	-45%	-$14.1M	0.01%	1732
2019 Q2	$1.16M	Buy	204,800 +32,800	+19%	+$5.14M	0.01%	1329
2019 Q1	$1.35M	Sell	172,000 -60,200	-26%	-$9.33M	0.01%	1099
2018 Q4	$1.63M	Buy	232,200 +47,000	+25%	+$6.47M	0.01%	1015
2018 Q3	$3.05M	Buy	185,200 +133,000	+255%	+$19.7M	0.02%	851
2018 Q2	$1.03M	Hold	52,200	–	–	0.01%	1416
2018 Q1	$506K	Sell	52,200 -442,600	-89%	-$50.8M	﹤0.01%	1860
2017 Q4	$3.25M	Buy	494,800 +61,200	+14%	+$6.24M	0.03%	597
2017 Q3	$1.24M	Sell	433,600 -26,000	-6%	-$2.39M	0.01%	1104
2017 Q2	$1.17M	Buy	459,600 +131,000	+40%	+$11.4M	0.01%	1279
2017 Q1	$1.13M	Sell	328,600 -95,100	-22%	-$7.6M	0.01%	1291
2016 Q4	$121K	Sell	423,700 -432,000	-50%	-$31.4M	﹤0.01%	2737
2016 Q3	$1.12M	Buy	855,700 +481,900	+129%	+$37.6M	0.01%	1082
2016 Q2	$1.58M	Buy	+373,800	New	+$29.3M	0.01%	995
2016 Q1	–	Sell	-277,900	Closed	-$1.67M	–	2976
2015 Q4	$1.67M	Buy	+277,900	New	+$21.7M	0.01%	824
2015 Q3	–	Sell	-932,800	Closed	-$1.82M	–	2185
2015 Q2	$1.82M	Buy	932,800 +674,900	+262%	+$48.1M	0.01%	754
2015 Q1	$1.28M	Buy	257,900 +227,900	+760%	+$14.1M	0.01%	1008
2014 Q4	$35K	Buy	+30,000	New	+$1.77M	﹤0.01%	3041

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

SG Americas Securities's CRM Position: Q1 2026 in Review

SG Americas Securities reduced its Salesforce (CRM) stake by 28% in Q1 2026, selling an estimated $85.6M and leaving 1,071,815 shares worth $200M. The position accounts for 0.22% of the portfolio, ranked #76.

SG Americas Securities first reported a position in CRM in Q2 2013 and has held it in 51 quarters since. The position peaked at $393M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

SG Americas Securities held 1,071,815 shares of Salesforce worth $200M as of Q1 2026.
SG Americas Securities sold 413,003 Salesforce shares in Q1 2026, an estimated $85.6M.
Salesforce made up 0.22% of SG Americas Securities's portfolio in Q1 2026, its #76 holding.
SG Americas Securities first reported a position in Salesforce in Q2 2013 and has held it in 51 quarters since.
SG Americas Securities's Salesforce position peaked at $393M in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.