UBS Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.2M | Sell |
183,102
-429,304
| -70% | -$88.9M | 0.01% | 2030 |
|
|
2025
Q4 | $162M | Sell |
612,406
-192,068
| -24% | -$47.7M | 0.03% | 684 |
|
|
2025
Q3 | $191M | Buy |
804,474
+322,144
| +67% | +$81.2M | 0.03% | 615 |
|
|
2025
Q2 | $132M | Sell |
482,330
-136,203
| -22% | -$36.4M | 0.02% | 775 |
|
|
2025
Q1 | $166M | Sell |
618,533
-107,720
| -15% | -$33.5M | 0.03% | 612 |
|
|
2024
Q4 | $243M | Buy |
726,253
+95,880
| +15% | +$30.6M | 0.04% | 420 |
|
|
2024
Q3 | $173M | Buy |
630,373
+183,324
| +41% | +$47M | 0.04% | 470 |
|
|
2024
Q2 | $115M | Buy |
447,049
+20,869
| +5% | +$5.58M | 0.03% | 579 |
|
|
2024
Q1 | $128M | Buy |
426,180
+36,965
| +9% | +$10.7M | 0.03% | 535 |
|
|
2023
Q4 | $102M | Buy |
389,215
+112,381
| +41% | +$25.4M | 0.03% | 563 |
|
|
2023
Q3 | $56.1M | Sell |
276,834
-480,622
| -63% | -$104M | 0.02% | 772 |
|
|
2023
Q2 | $160M | Buy |
757,456
+354,461
| +88% | +$72.4M | 0.05% | 338 |
|
|
2023
Q1 | $80.5M | Sell |
402,995
-432,502
| -52% | -$73.1M | 0.03% | 546 |
|
|
2022
Q4 | $111M | Sell |
835,497
-131,095
| -14% | -$19.1M | 0.04% | 447 |
|
|
2022
Q3 | $139M | Sell |
966,592
-8,303
| -0.9% | -$1.41M | 0.06% | 315 |
|
|
2022
Q2 | $161M | Sell |
974,895
-27,905
| -3% | -$4.93M | 0.07% | 299 |
|
|
2022
Q1 | $213M | Buy |
1,002,800
+64,700
| +7% | +$13.9M | 0.07% | 278 |
|
|
2021
Q4 | $238M | Buy |
938,100
+567,258
| +153% | +$159M | 0.07% | 299 |
|
|
2021
Q3 | $101M | Buy |
370,842
+36,800
| +11% | +$9.35M | 0.03% | 530 |
|
|
2021
Q2 | $81.6M | Buy |
334,042
+55,158
| +20% | +$12.7M | 0.03% | 599 |
|
|
2021
Q1 | $59.1M | Sell |
278,884
-32,872
| -11% | -$7.32M | 0.02% | 749 |
|
|
2020
Q4 | $69.4M | Buy |
311,756
+73,156
| +31% | +$17.8M | 0.02% | 629 |
|
|
2020
Q3 | $60M | Buy |
238,600
+73,600
| +45% | +$16.1M | 0.02% | 577 |
|
|
2020
Q2 | $30.9M | Sell |
165,000
-7,300
| -4% | -$1.23M | 0.01% | 827 |
|
|
2020
Q1 | $24.8M | Sell |
172,300
-218,400
| -56% | -$37.4M | 0.01% | 873 |
|
|
2019
Q4 | $63.5M | Buy |
390,700
+17,000
| +5% | +$2.66M | 0.02% | 634 |
|
|
2019
Q3 | $55.5M | Buy |
373,700
+121,700
| +48% | +$18.5M | 0.02% | 638 |
|
|
2019
Q2 | $38.2M | Buy |
252,000
+175,700
| +230% | +$27.5M | 0.01% | 808 |
|
|
2019
Q1 | $12.1M | Sell |
76,300
-233,600
| -75% | -$36.2M | 0.01% | 1523 |
|
|
2018
Q4 | $42.4M | Buy |
309,900
+227,800
| +277% | +$31.3M | 0.02% | 665 |
|
|
2018
Q3 | $13.1M | Buy |
82,100
+9,900
| +14% | +$1.47M | 0.01% | 1547 |
|
|
2018
Q2 | $9.85M | Buy |
72,200
+3,300
| +5% | +$421K | ﹤0.01% | 1765 |
|
|
2018
Q1 | $8.01M | Sell |
68,900
-56,700
| -45% | -$6.51M | ﹤0.01% | 1891 |
|
|
2017
Q4 | $12.8M | Sell |
125,600
-264,300
| -68% | -$26.9M | 0.01% | 1530 |
|
|
2017
Q3 | $36.4M | Buy |
389,900
+387,900
| +19,395% | +$35.7M | 0.02% | 764 |
|
|
2017
Q2 | $173K | Sell |
2,000
-703,400
| -100% | -$61.3M | ﹤0.01% | 4832 |
|
|
2017
Q1 | $58.2M | Buy |
705,400
+463,300
| +191% | +$37M | 0.03% | 500 |
|
|
2016
Q4 | $16.6M | Sell |
242,100
-150,500
| -38% | -$10.9M | 0.01% | 1151 |
|
|
2016
Q3 | $28M | Buy |
392,600
+191,800
| +96% | +$15M | 0.02% | 779 |
|
|
2016
Q2 | $15.9M | Buy |
200,800
+184,600
| +1,140% | +$14.5M | 0.01% | 1080 |
|
|
2016
Q1 | $1.2M | Sell |
16,200
-100,600
| -86% | -$6.93M | ﹤0.01% | 3098 |
|
|
2015
Q4 | $9.16M | Buy |
116,800
+47,600
| +69% | +$3.72M | 0.01% | 1462 |
|
|
2015
Q3 | $4.8M | Hold |
69,200
| – | – | ﹤0.01% | 1956 |
|
|
2015
Q2 | $4.82M | Sell |
69,200
-5,500
| -7% | -$392K | ﹤0.01% | 2120 |
|
|
2015
Q1 | $4.99M | Buy |
74,700
+48,200
| +182% | +$2.99M | ﹤0.01% | 2070 |
|
|
2014
Q4 | $1.57M | Buy |
+26,500
| New | +$1.56M | ﹤0.01% | 3134 |
|
Other funds holding CRM
VCM
VPM
UBS Group's CRM Position: Q1 2026 in Review
UBS Group increased its Salesforce (CRM) stake by 39% in Q1 2026, buying an estimated $398M and bringing the position to 6,813,315 shares worth $1.27B. The position accounts for 0.19% of the portfolio, ranked #96.
UBS Group first reported a position in CRM in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.84B in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- UBS Group held 6,813,315 shares of Salesforce worth $1.27B as of Q1 2026.
- UBS Group bought 1,922,481 Salesforce shares in Q1 2026, an estimated $398M.
- Salesforce made up 0.19% of UBS Group's portfolio in Q1 2026, its #96 holding.
- UBS Group first reported a position in Salesforce in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Salesforce position peaked at $1.84B in Q4 2024.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.