Utah Retirement Systems’s Salesforce CRM Stock Holding History

Utah Retirement Systems’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 Q1	$27.7M	Sell	148,241 -6,018	-4%	-$1.25M	0.28%	62
2025 Q4	$40.9M	Sell	154,259 -31	-0%	-$7.7K	0.39%	40
2025 Q3	$36.6M	Buy	154,290 +1,465	+1%	+$369K	0.36%	40
2025 Q2	$41.7M	Sell	152,825 -259	-0.2%	-$69.2K	0.44%	34
2025 Q1	$41.1M	Sell	153,084 -202	-0.1%	-$62.8K	0.47%	28
2024 Q4	$51.2M	Sell	153,286 -1,846	-1%	-$589K	0.56%	24
2024 Q3	$42.5M	Buy	155,132 +700	+0.5%	+$179K	0.48%	30
2024 Q2	$39.7M	Sell	154,432 -8,000	-5%	-$2.14M	0.47%	32
2024 Q1	$48.9M	Sell	162,432 -1,800	-1%	-$519K	0.57%	25
2023 Q4	$43.2M	Buy	164,232 +1,000	+0.6%	+$226K	0.55%	26
2023 Q3	$33.1M	Buy	163,232 +700	+0.4%	+$151K	0.47%	32
2023 Q2	$34.3M	Sell	162,532 -9,000	-5%	-$1.84M	0.48%	32
2023 Q1	$34.3M	Buy	171,532 +500	+0.3%	+$84.5K	0.5%	32
2022 Q4	$22.7M	Sell	171,032 -1,600	-0.9%	-$233K	0.36%	54
2022 Q3	$24.8M	Buy	172,632 +900	+0.5%	+$153K	0.41%	41
2022 Q2	$28.3M	Buy	171,732 +4,000	+2%	+$707K	0.45%	40
2022 Q1	$35.6M	Sell	167,732 -3,100	-2%	-$667K	0.47%	38
2021 Q4	$43.4M	Buy	170,832 +3,546	+2%	+$996K	0.54%	30
2021 Q3	$45.4M	Sell	167,286 -1,635	-1%	-$415K	0.61%	23
2021 Q2	$41.3M	Buy	168,921 +400	+0.2%	+$92.2K	0.53%	28
2021 Q1	$35.7M	Sell	168,521 -7,400	-4%	-$1.65M	0.5%	36
2020 Q4	$39.1M	Buy	175,921 +9,700	+6%	+$2.36M	0.56%	31
2020 Q3	$41.8M	Buy	166,221 +1,100	+0.7%	+$241K	0.69%	22
2020 Q2	$30.9M	Buy	165,121 +4,600	+3%	+$775K	0.57%	34
2020 Q1	$23.1M	Buy	160,521 +400	+0.2%	+$68.6K	0.5%	37
2019 Q4	$26M	Buy	160,121 +4,300	+3%	+$674K	0.46%	39
2019 Q3	$23.1M	Buy	155,821 +16,835	+12%	+$2.56M	0.44%	41
2019 Q2	$21.1M	Buy	138,986 +1,661	+1%	+$260K	0.4%	48
2019 Q1	$21.7M	Buy	137,325 +5,237	+4%	+$812K	0.43%	48
2018 Q4	$18.1M	Buy	132,088 +800	+0.6%	+$110K	0.41%	49
2018 Q3	$20.9M	Buy	131,288 +600	+0.5%	+$89K	0.4%	48
2018 Q2	$17.8M	Buy	130,688 +2,800	+2%	+$357K	0.37%	55
2018 Q1	$14.9M	Buy	127,888 +2,100	+2%	+$241K	0.32%	65
2017 Q4	$12.9M	Buy	125,788 +1,700	+1%	+$173K	0.27%	76
2017 Q3	$11.6M	Buy	124,088 +200	+0.2%	+$18.4K	0.26%	83
2017 Q2	$10.7M	Buy	123,888 +6,700	+6%	+$583K	0.25%	87
2017 Q1	$9.67M	Buy	117,188 +100	+0.1%	+$7.99K	0.23%	90
2016 Q4	$8.02M	Sell	117,088 -100	-0.1%	-$7.26K	0.2%	109
2016 Q3	$8.36M	Hold	117,188	–	–	0.22%	95
2016 Q2	$9.31M	Sell	117,188 -600	-0.5%	-$47.1K	0.25%	86
2016 Q1	$8.7M	Buy	117,788 +200	+0.2%	+$13.8K	0.24%	91
2015 Q4	$9.22M	Buy	117,588 +100	+0.1%	+$7.81K	0.25%	83
2015 Q3	$8.16M	Buy	117,488 +700	+0.6%	+$49.6K	0.23%	89
2015 Q2	$8.13M	Buy	116,788 +7,100	+6%	+$506K	0.22%	99
2015 Q1	$7.33M	Buy	109,688 +3,400	+3%	+$211K	0.19%	111
2014 Q4	$6.3M	Hold	106,288	–	–	0.17%	125
2014 Q3	$6.12M	Sell	106,288 -200	-0.2%	-$11.3K	0.18%	123
2014 Q2	$6.18M	Buy	106,488 +500	+0.5%	+$27K	0.18%	126
2014 Q1	$6.05M	Buy	105,988 +800	+0.8%	+$47.8K	0.17%	124
2013 Q4	$5.8M	Hold	105,188	–	–	0.17%	129
2013 Q3	$5.46M	Sell	105,188 -900	-0.8%	-$40.9K	0.18%	124
2013 Q2	$4.05M	Buy	+106,088	New	+$4.38M	0.14%	151

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

Utah Retirement Systems's CRM Position: Q1 2026 in Review

Utah Retirement Systems reduced its Salesforce (CRM) stake by 3.9% in Q1 2026, selling an estimated $1.25M and leaving 148,241 shares worth $27.7M. The position accounts for 0.28% of the portfolio, ranked #62.

Utah Retirement Systems first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $51.2M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Utah Retirement Systems held 148,241 shares of Salesforce worth $27.7M as of Q1 2026.
Utah Retirement Systems sold 6,018 Salesforce shares in Q1 2026, an estimated $1.25M.
Salesforce made up 0.28% of Utah Retirement Systems's portfolio in Q1 2026, its #62 holding.
Utah Retirement Systems first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
Utah Retirement Systems's Salesforce position peaked at $51.2M in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Utah Retirement Systems's 13F filing for Q1 2026, filed 15 May 2026.