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Sumitomo Mitsui Financial Group’s Salesforce CRM Stock Holding History

Sumitomo Mitsui Financial Group’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 		$353K Buy
2,255
+1,755
+351% +$309K 0.01% 140
2026
Q1 		$93.3K Sell
500
-1,094
-69% -$227K ﹤0.01% 160
2025
Q4 		$424K Buy
1,594
+1,271
+393% +$316K 0.01% 108
2025
Q3 		$79.2K Buy
+323
New +$81.5K ﹤0.01% 135
2024
Q4 		– Sell
-1,931
Closed -$616K – 172
2024
Q3 		$534K Sell
1,931
-197
-9% -$50.5K 0.01% 103
2024
Q2 		$538K Sell
2,128
-2,303
-52% -$616K 0.02% 106
2024
Q1 		$1.33M Buy
+4,431
New +$1.28M 0.04% 90
2023
Q4 		– Sell
-5,313
Closed -$1.2M – 164
2023
Q3 		$1.08M Buy
5,313
+1,557
+41% +$336K 0.03% 93
2023
Q2 		$790K Buy
3,756
+963
+34% +$197K 0.03% 111
2023
Q1 		$549K Buy
2,793
+1,000
+56% +$169K 0.02% 119
2022
Q4 		$238K Sell
1,793
-3,737
-68% -$545K 0.01% 129
2022
Q3 		$812K Buy
5,530
+3,035
+122% +$515K 0.03% 124
2022
Q2 		$426K Buy
+2,495
New +$441K 0.01% 155
2022
Q1 		– Sell
-1,087
Closed -$277K – 196
2021
Q4 		$277K Sell
1,087
-4,967
-82% -$1.4M 0.01% 149
2021
Q3 		$1.64M Buy
6,054
+5,266
+668% +$1.34M 0.04% 105
2021
Q2 		$194K Sell
788
-5,051
-87% -$1.16M ﹤0.01% 129
2021
Q1 		$1.23M Sell
5,839
-15,193
-72% -$3.38M 0.03% 102
2020
Q4 		$4.68M Buy
+21,032
New +$5.11M 0.12% 50
2020
Q3 		– Sell
-4,894
Closed -$897K – 158
2020
Q2 		$897K Buy
4,894
+4,232
+639% +$713K 0.03% 76
2020
Q1 		$99K Sell
662
-3,838
-85% -$658K ﹤0.01% 121
2019
Q4 		$742K Buy
4,500
+1,644
+58% +$258K 0.06% 74
2019
Q3 		$423K Buy
2,856
+2,553
+843% +$388K 0.04% 81
2019
Q2 		$46K Buy
+303
New +$47.5K ﹤0.01% 105
2018
Q2 		– Sell
-1,680
Closed -$195K – 116
2018
Q1 		$195K Sell
1,680
-88
-5% -$10.1K 0.02% 73
2017
Q4 		$182K Buy
+1,768
New +$180K 0.02% 65

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

Sumitomo Mitsui Financial Group's CRM Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group increased its Salesforce (CRM) stake by 351% in Q2 2026, buying an estimated $309K and bringing the position to 2,255 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #140.

Sumitomo Mitsui Financial Group first reported a position in CRM in Q4 2017 and has held it in 25 quarters since. The position peaked at $4.68M in Q4 2020. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 2,255 shares of Salesforce worth $353K as of Q2 2026.
  • Sumitomo Mitsui Financial Group bought 1,755 Salesforce shares in Q2 2026, an estimated $309K.
  • Salesforce made up 0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #140 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Salesforce in Q4 2017 and has held it in 25 quarters since.
  • Sumitomo Mitsui Financial Group's Salesforce position peaked at $4.68M in Q4 2020.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.