BBP
CRM icon

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
2022
Q2 		– Sell
-3,000
Closed -$637K – 114
2022
Q1 		$637K Buy
+3,000
New +$646K 0.22% 57

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

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. 1,527 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.
  • 1,527 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.