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AlTi Global’s Salesforce CRM Stock Holding History

AlTi Global’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 		$2.09M Sell
13,306
-5,526
-29% -$972K 0.04% 173
2026
Q1 		$3.52M Sell
18,832
-205
-1% -$42.5K 0.08% 119
2025
Q4 		$5.05M Buy
19,037
+243
+1% +$60.4K 0.11% 97
2025
Q3 		$4.46M Buy
18,794
+932
+5% +$235K 0.1% 112
2025
Q2 		$4.86M Buy
17,862
+1,396
+8% +$373K 0.12% 105
2025
Q1 		$4.42M Sell
16,466
-2,006
-11% -$624K 0.12% 94
2024
Q4 		$6.12M Sell
18,472
-1,221
-6% -$390K 0.15% 82
2024
Q3 		$5.4M Buy
19,693
+3,566
+22% +$913K 0.13% 97
2024
Q2 		$4.15M Buy
16,127
+3,465
+27% +$927K 0.11% 97
2024
Q1 		$3.8M Buy
12,662
+3,356
+36% +$968K 0.11% 104
2023
Q4 		$2.45M Buy
+9,306
New +$2.11M 0.07% 114

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AlTi Global's CRM Position: Q2 2026 in Review

AlTi Global reduced its Salesforce (CRM) stake by 29% in Q2 2026, selling an estimated $972K and leaving 13,306 shares worth $2.09M. The position accounts for 0.04% of the portfolio, ranked #173.

AlTi Global first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.12M in Q4 2024. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • AlTi Global held 13,306 shares of Salesforce worth $2.09M as of Q2 2026.
  • AlTi Global sold 5,526 Salesforce shares in Q2 2026, an estimated $972K.
  • Salesforce made up 0.04% of AlTi Global's portfolio in Q2 2026, its #173 holding.
  • AlTi Global first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's Salesforce position peaked at $6.12M in Q4 2024.
  • 1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.