BBP
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Banco BTG Pactual’s Salesforce CRM Stock Holding History

Banco BTG Pactual’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 		$218K Buy
+1,389
New +$244K 0.02% 183
2025
Q4 		– Sell
-6,917
Closed -$1.64M – 176
2025
Q3 		$1.64M Buy
6,917
+5,494
+386% +$1.39M 0.24% 67
2025
Q2 		$388K Buy
1,423
+301
+27% +$80.5K 0.08% 118
2025
Q1 		$301K Sell
1,122
-5,725
-84% -$1.78M 0.07% 135
2024
Q4 		$2.26M Buy
6,847
+5,585
+443% +$1.78M 0.53% 46
2024
Q3 		$345K Buy
+1,262
New +$323K 0.09% 106
2022
Q3 		– Sell
-2,870
Closed -$474K – 103
2022
Q2 		$474K Sell
2,870
-1,381
-32% -$244K 0.31% 49
2022
Q1 		$903K Buy
4,251
+1,081
+34% +$233K 0.31% 39
2021
Q4 		$806K Hold
3,170
– – 0.61% 20
2021
Q3 		$860K Sell
3,170
-110
-3% -$27.9K 0.34% 49
2021
Q2 		$801K Buy
3,280
+1,268
+63% +$292K 0.53% 39
2021
Q1 		$426K Buy
2,012
+349
+21% +$77.7K 0.14% 71
2020
Q4 		$370K Buy
+1,663
New +$404K 0.15% 50
2018
Q4 		– Sell
-1,966
Closed -$313K – 61
2018
Q3 		$313K Sell
1,966
-197
-9% -$29.2K 0.27% 31
2018
Q2 		$295K Hold
2,163
– – 0.18% 36
2018
Q1 		$252K Sell
2,163
-705
-25% -$81K 0.08% 48
2017
Q4 		$293K Sell
2,868
-706
-20% -$71.9K 0.16% 37
2017
Q3 		$334K Buy
+3,574
New +$329K 0.14% 42
2017
Q2 		– Sell
-3,400
Closed -$280K – 76
2017
Q1 		$280K Buy
+3,400
New +$272K 0.09% 89

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Banco BTG Pactual's CRM Position: Q2 2026 in Review

Banco BTG Pactual opened a new position in Salesforce (CRM) in Q2 2026: 1,389 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #183 among its holdings. This is a return to the name: Banco BTG Pactual previously reported a position in CRM as recently as Q3 2025.

Banco BTG Pactual first reported a position in CRM in Q1 2017 and has held it in 19 quarters since. The position peaked at $2.26M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Banco BTG Pactual held 1,389 shares of Salesforce worth $218K as of Q2 2026.
  • Salesforce was a new Banco BTG Pactual position in Q2 2026.
  • Salesforce made up 0.02% of Banco BTG Pactual's portfolio in Q2 2026, its #183 holding.
  • Banco BTG Pactual first reported a position in Salesforce in Q1 2017 and has held it in 19 quarters since.
  • Banco BTG Pactual's Salesforce position peaked at $2.26M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Banco BTG Pactual's 13F filing for Q2 2026, filed 7 Aug 2026.