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	$1.16M	Sell	130,000 -310,000	-70%	-$64.2M	﹤0.01%	1672
2025 Q4	$766K	Buy	440,000 +187,100	+74%	+$46.5M	﹤0.01%	2220
2025 Q3	$2.9M	Buy	+252,900	New	+$63.8M	0.01%	764
2024 Q2	–	Sell	-36,800	Closed	-$10K	–	2931
2024 Q1	$10K	Sell	36,800 -54,200	-60%	-$15.6M	﹤0.01%	2891
2023 Q4	$47K	Buy	91,000 +2,900	+3%	+$656K	﹤0.01%	2930
2023 Q3	$288K	Sell	88,100 -17,500	-17%	-$3.78M	﹤0.01%	2099
2023 Q2	$418K	Sell	105,600 -290,300	-73%	-$59.3M	﹤0.01%	1482
2023 Q1	$442K	Buy	395,900 +377,800	+2,087%	+$63.8M	0.01%	1808
2022 Q4	$1.64M	Sell	18,100 -478,100	-96%	-$69.8M	0.02%	652
2022 Q3	$10.6M	Buy	496,200 +111,900	+29%	+$19M	0.13%	144
2022 Q2	$4.14M	Sell	384,300 -809,400	-68%	-$143M	0.04%	365
2022 Q1	$24.7M	Buy	1,193,700 +488,800	+69%	+$105M	0.18%	87
2021 Q4	$20.2M	Sell	704,900 -140,300	-17%	-$39.4M	0.11%	138
2021 Q3	$10.3M	Sell	845,200 -1,541,500	-65%	-$391M	0.05%	255
2021 Q2	$22.4M	Sell	2,386,700 -327,300	-12%	-$75.4M	0.1%	161
2021 Q1	$46.2M	Buy	2,714,000 +296,700	+12%	+$66.1M	0.24%	71
2020 Q4	$36.1M	Buy	2,417,300 +340,000	+16%	+$82.7M	0.19%	88
2020 Q3	$17.1M	Buy	2,077,300 +1,570,000	+309%	+$344M	0.11%	132
2020 Q2	$2.18M	Buy	507,300 +137,300	+37%	+$23.1M	0.02%	772
2020 Q1	$6.42M	Buy	370,000 +54,500	+17%	+$9.34M	0.06%	304
2019 Q4	$884K	Buy	315,500 +120,000	+61%	+$18.8M	0.01%	1352
2019 Q3	$856K	Buy	195,500 +59,100	+43%	+$8.98M	0.01%	1498
2019 Q2	$608K	Buy	136,400 +38,900	+40%	+$6.1M	﹤0.01%	1762
2019 Q1	$564K	Sell	97,500 -95,500	-49%	-$14.8M	0.01%	1740
2018 Q4	$849K	Sell	193,000 -49,100	-20%	-$6.75M	0.01%	1476
2018 Q3	$97K	Buy	242,100 +94,100	+64%	+$14M	﹤0.01%	2882
2018 Q2	$233K	Sell	148,000 -307,100	-67%	-$39.2M	﹤0.01%	2500
2018 Q1	$1.58M	Sell	455,100 -375,200	-45%	-$43.1M	0.01%	1015
2017 Q4	$1.31M	Buy	830,300 +282,700	+52%	+$28.8M	0.01%	1173
2017 Q3	$454K	Buy	547,600 +70,000	+15%	+$6.44M	﹤0.01%	1916
2017 Q2	$560K	Hold	477,600	–	–	0.01%	1787
2017 Q1	$1.13M	Sell	477,600 -223,300	-32%	-$17.8M	0.01%	1290
2016 Q4	$1.47M	Buy	700,900 +20,000	+3%	+$1.45M	0.01%	1086
2016 Q3	$1.64M	Buy	680,900 +166,900	+32%	+$13M	0.02%	854
2016 Q2	$1M	Buy	+514,000	New	+$40.3M	0.01%	1295
2016 Q1	–	Sell	-351,900	Closed	-$12K	–	2977
2015 Q4	$12K	Buy	+351,900	New	+$27.5M	﹤0.01%	2585
2015 Q3	–	Sell	-419,200	Closed	-$682K	–	2186
2015 Q2	$682K	Sell	419,200 -432,700	-51%	-$30.8M	﹤0.01%	1270
2015 Q1	$2.14M	Buy	851,900 +826,900	+3,308%	+$51.3M	0.01%	774
2014 Q4	$1K	Hold	25,000	–	–	﹤0.01%	3144
2014 Q3	$34K	Hold	25,000	–	–	﹤0.01%	2531
2014 Q2	$62K	Hold	25,000	–	–	﹤0.01%	2385
2014 Q1	$105K	Hold	25,000	–	–	﹤0.01%	2198
2013 Q4	$131K	Buy	+25,000	New	+$1.34M	﹤0.01%	2259

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.