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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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. 2,486 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.
2,486 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.