UniSuper Management’s Salesforce CRM Stock Holding History

UniSuper Management’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
2026 Q2	$78.3M	Sell	499,902 -165,174	-25%	-$29M	0.4%	53
2026 Q1	$124M	Sell	665,076 -81,377	-11%	-$16.9M	0.81%	22
2025 Q4	$198M	Buy	746,453 +27,229	+4%	+$6.77M	1.18%	14
2025 Q3	$170M	Buy	719,224 +20,730	+3%	+$5.23M	1.04%	15
2025 Q2	$190M	Buy	698,494 +58,194	+9%	+$15.6M	1.28%	14
2025 Q1	$172M	Sell	640,300 -10,865	-2%	-$3.38M	1.28%	13
2024 Q4	$218M	Sell	651,165 -9,681	-1%	-$3.09M	1.56%	13
2024 Q3	$181M	Buy	660,846 +7,519	+1%	+$1.93M	1.36%	13
2024 Q2	$168M	Buy	653,327 +275,963	+73%	+$73.8M	1.39%	12
2024 Q1	$114M	Buy	377,364 +92,950	+33%	+$26.8M	1.09%	18
2023 Q4	$74.8M	Buy	284,414 +151,226	+114%	+$34.2M	0.83%	29
2023 Q3	$27M	Buy	133,188 +18,566	+16%	+$4.01M	0.33%	69
2023 Q2	$24.2M	Buy	+114,622	New	+$23.4M	0.27%	78

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

UniSuper Management's CRM Position: Q2 2026 in Review

UniSuper Management reduced its Salesforce (CRM) stake by 25% in Q2 2026, selling an estimated $29M and leaving 499,902 shares worth $78.3M. The position accounts for 0.4% of the portfolio, ranked #53.

UniSuper Management first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $218M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

UniSuper Management held 499,902 shares of Salesforce worth $78.3M as of Q2 2026.
UniSuper Management sold 165,174 Salesforce shares in Q2 2026, an estimated $29M.
Salesforce made up 0.4% of UniSuper Management's portfolio in Q2 2026, its #53 holding.
UniSuper Management first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
UniSuper Management's Salesforce position peaked at $218M in Q4 2024.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on UniSuper Management's 13F filing for Q2 2026, filed 14 Aug 2026.