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 | $99.3M | Sell |
531,800
-292,100
| -35% | -$60.5M | 0.01% | 1057 |
|
|
2025
Q4 | $218M | Sell |
823,900
-11,200
| -1% | -$2.78M | 0.04% | 533 |
|
|
2025
Q3 | $198M | Buy |
835,100
+233,800
| +39% | +$59M | 0.03% | 592 |
|
|
2025
Q2 | $164M | Sell |
601,300
-116,900
| -16% | -$31.3M | 0.03% | 638 |
|
|
2025
Q1 | $193M | Sell |
718,200
-312,900
| -30% | -$97.3M | 0.04% | 519 |
|
|
2024
Q4 | $345M | Buy |
1,031,100
+105,300
| +11% | +$33.6M | 0.06% | 291 |
|
|
2024
Q3 | $253M | Sell |
925,800
-386,400
| -29% | -$99M | 0.06% | 319 |
|
|
2024
Q2 | $337M | Buy |
1,312,200
+659,700
| +101% | +$177M | 0.08% | 229 |
|
|
2024
Q1 | $197M | Sell |
652,500
-1,485,975
| -69% | -$429M | 0.05% | 374 |
|
|
2023
Q4 | $563M | Buy |
2,138,475
+399,675
| +23% | +$90.5M | 0.17% | 122 |
|
|
2023
Q3 | $353M | Buy |
1,738,800
+75,300
| +5% | +$16.3M | 0.12% | 164 |
|
|
2023
Q2 | $351M | Buy |
1,663,500
+10,200
| +0.6% | +$2.08M | 0.12% | 175 |
|
|
2023
Q1 | $330M | Buy |
1,653,300
+945,900
| +134% | +$160M | 0.12% | 169 |
|
|
2022
Q4 | $93.8M | Sell |
707,400
-181,400
| -20% | -$26.5M | 0.04% | 511 |
|
|
2022
Q3 | $128M | Buy |
888,800
+204,381
| +30% | +$34.7M | 0.06% | 339 |
|
|
2022
Q2 | $113M | Sell |
684,419
-182,981
| -21% | -$32.3M | 0.05% | 406 |
|
|
2022
Q1 | $184M | Sell |
867,400
-1,238,980
| -59% | -$267M | 0.06% | 322 |
|
|
2021
Q4 | $535M | Buy |
2,106,380
+777,009
| +58% | +$218M | 0.15% | 130 |
|
|
2021
Q3 | $361M | Sell |
1,329,371
-32,800
| -2% | -$8.33M | 0.11% | 182 |
|
|
2021
Q2 | $333M | Buy |
1,362,171
+193,100
| +17% | +$44.5M | 0.11% | 194 |
|
|
2021
Q1 | $248M | Buy |
1,169,071
+107,532
| +10% | +$23.9M | 0.08% | 245 |
|
|
2020
Q4 | $236M | Buy |
1,061,539
+520,939
| +96% | +$127M | 0.08% | 250 |
|
|
2020
Q3 | $136M | Sell |
540,600
-98,100
| -15% | -$21.5M | 0.05% | 324 |
|
|
2020
Q2 | $120M | Sell |
638,700
-742,500
| -54% | -$125M | 0.05% | 328 |
|
|
2020
Q1 | $199M | Buy |
1,381,200
+167,100
| +14% | +$28.6M | 0.09% | 209 |
|
|
2019
Q4 | $197M | Sell |
1,214,100
-64,000
| -5% | -$10M | 0.07% | 266 |
|
|
2019
Q3 | $190M | Buy |
1,278,100
+114,500
| +10% | +$17.4M | 0.07% | 254 |
|
|
2019
Q2 | $177M | Buy |
1,163,600
+763,500
| +191% | +$120M | 0.07% | 263 |
|
|
2019
Q1 | $63.4M | Buy |
400,100
+141,200
| +55% | +$21.9M | 0.03% | 533 |
|
|
2018
Q4 | $35.5M | Sell |
258,900
-273,391
| -51% | -$37.6M | 0.02% | 768 |
|
|
2018
Q3 | $84.7M | Buy |
532,291
+81,191
| +18% | +$12M | 0.03% | 460 |
|
|
2018
Q2 | $61.5M | Buy |
451,100
+40,900
| +10% | +$5.22M | 0.03% | 555 |
|
|
2018
Q1 | $47.7M | Buy |
410,200
+264,000
| +181% | +$30.3M | 0.02% | 662 |
|
|
2017
Q4 | $14.9M | Buy |
146,200
+108,100
| +284% | +$11M | 0.01% | 1392 |
|
|
2017
Q3 | $3.56M | Buy |
38,100
+21,500
| +130% | +$1.98M | ﹤0.01% | 2551 |
|
|
2017
Q2 | $1.44M | Sell |
16,600
-365,900
| -96% | -$31.9M | ﹤0.01% | 3307 |
|
|
2017
Q1 | $31.6M | Buy |
382,500
+118,300
| +45% | +$9.45M | 0.02% | 756 |
|
|
2016
Q4 | $18.1M | Sell |
264,200
-49,400
| -16% | -$3.59M | 0.01% | 1088 |
|
|
2016
Q3 | $22.4M | Buy |
313,600
+120,500
| +62% | +$9.4M | 0.01% | 909 |
|
|
2016
Q2 | $15.3M | Buy |
193,100
+146,858
| +318% | +$11.5M | 0.01% | 1099 |
|
|
2016
Q1 | $3.41M | Sell |
46,242
-107,058
| -70% | -$7.37M | ﹤0.01% | 2207 |
|
|
2015
Q4 | $12M | Sell |
153,300
-10,800
| -7% | -$843K | 0.01% | 1278 |
|
|
2015
Q3 | $11.4M | Sell |
164,100
-4,300
| -3% | -$305K | 0.01% | 1271 |
|
|
2015
Q2 | $11.7M | Buy |
168,400
+117,900
| +233% | +$8.39M | 0.01% | 1350 |
|
|
2015
Q1 | $3.37M | Sell |
50,500
-47,400
| -48% | -$2.94M | ﹤0.01% | 2428 |
|
|
2014
Q4 | $5.81M | Buy |
+97,900
| New | +$5.77M | ﹤0.01% | 1981 |
|
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.