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
2024 Q3	–	Sell	-3,500	Closed	-$63.2K	–	177
2024 Q2	$63.2K	Sell	3,500 -10,500	-75%	-$2.81M	﹤0.01%	149
2024 Q1	$602K	Hold	14,000	–	–	0.02%	111
2023 Q4	$312K	Buy	+14,000	New	+$3.17M	0.01%	111
2021 Q3	–	Sell	-2,000	Closed	-$11K	–	185
2021 Q2	$11K	Buy	+2,000	New	+$461K	﹤0.01%	157
2019 Q3	–	Sell	-16,500	Closed	-$190K	–	134
2019 Q2	$190K	Buy	16,500 +12,100	+275%	+$1.9M	0.02%	92
2019 Q1	$6K	Buy	+4,400	New	+$682K	﹤0.01%	116

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

Sumitomo Mitsui Financial Group's CRM Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group reduced its Salesforce (CRM) stake by 69% in Q1 2026, selling an estimated $227K and leaving 500 shares worth $93.3K. The position accounts for ﹤0.01% of the portfolio, ranked #160.

Sumitomo Mitsui Financial Group first reported a position in CRM in Q4 2017 and has held it in 24 quarters since. The position peaked at $4.68M in Q4 2020. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Sumitomo Mitsui Financial Group held 500 shares of Salesforce worth $93.3K as of Q1 2026.
Sumitomo Mitsui Financial Group sold 1,094 Salesforce shares in Q1 2026, an estimated $227K.
Salesforce made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #160 holding.
Sumitomo Mitsui Financial Group first reported a position in Salesforce in Q4 2017 and has held it in 24 quarters since.
Sumitomo Mitsui Financial Group's Salesforce position peaked at $4.68M in Q4 2020.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.