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
2025 Q1	–	Sell	-3,500	Closed	-$878	–	190
2024 Q4	$878	Hold	3,500	–	–	﹤0.01%	161
2024 Q3	$62.4K	Sell	3,500 -10,000	-74%	-$2.56M	﹤0.01%	145
2024 Q2	$160K	Buy	13,500 +3,500	+35%	+$937K	0.01%	128
2024 Q1	$73K	Buy	+10,000	New	+$2.89M	﹤0.01%	145
2023 Q4	–	Sell	-5,000	Closed	-$84.8K	–	165
2023 Q3	$84.8K	Buy	+5,000	New	+$1.08M	﹤0.01%	130
2022 Q4	–	Sell	-20,000	Closed	-$297K	–	174
2022 Q3	$297K	Buy	+20,000	New	+$3.39M	0.01%	151
2021 Q1	–	Sell	-20,000	Closed	-$91K	–	179
2020 Q4	$91K	Buy	+20,000	New	+$4.86M	﹤0.01%	130
2020 Q3	–	Sell	-12,000	Closed	-$202K	–	159
2020 Q2	$202K	Buy	12,000 +2,000	+20%	+$337K	0.01%	107
2020 Q1	$344K	Buy	+10,000	New	+$1.71M	0.02%	99

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.