Bank Julius Baer & Co
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Bank Julius Baer & Co’s Salesforce CRM Stock Holding History

Bank Julius Baer & Co’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 		$13.2M Sell
70,903
-19,197
-21% -$3.98M 0.04% 161
2025
Q4 		$23.9M Sell
90,100
-6,141
-6% -$1.53M 0.07% 140
2025
Q3 		$22.8M Sell
96,241
-141,623
-60% -$35.7M 0.06% 143
2025
Q2 		$64.9M Sell
237,864
-82,090
-26% -$21.9M 0.19% 100
2025
Q1 		$85.9M Buy
319,954
+5,267
+2% +$1.64M 0.28% 89
2024
Q4 		$115M Sell
314,687
-4,908
-2% -$1.57M 0.35% 73
2024
Q3 		$103M Sell
319,595
-43,342
-12% -$11.1M 0.35% 70
2024
Q2 		$103M Sell
362,937
-34,165
-9% -$9.14M 0.39% 64
2024
Q1 		$119M Sell
397,102
-3,859
-1% -$1.11M 0.46% 60
2023
Q4 		$106M Buy
400,961
+14,383
+4% +$3.26M 0.45% 67
2023
Q3 		$78.4M Buy
386,578
+144,372
+60% +$31.2M 0.46% 57
2023
Q2 		$51.2M Sell
242,206
-14,742
-6% -$3.01M 0.3% 75
2023
Q1 		$51.3M Sell
256,948
-8,929
-3% -$1.51M 0.33% 75
2022
Q4 		$35.3M Sell
265,877
-354,477
-57% -$51.7M 0.24% 92
2022
Q3 		$89.2M Sell
620,354
-42,029
-6% -$7.13M 0.68% 40
2022
Q2 		$109M Sell
662,383
-24,840
-4% -$4.39M 0.77% 35
2022
Q1 		$146M Buy
687,223
+13,444
+2% +$2.89M 0.87% 34
2021
Q4 		$171M Buy
673,779
+79,316
+13% +$22.3M 0.91% 31
2021
Q3 		$161M Buy
594,463
+29,531
+5% +$7.5M 1% 30
2021
Q2 		$138M Sell
564,932
-93,988
-14% -$21.7M 0.88% 31
2021
Q1 		$140M Sell
658,920
-422,543
-39% -$94.1M 1.05% 25
2020
Q4 		$241M Buy
1,081,463
+132,420
+14% +$32.2M 1.98% 12
2020
Q3 		$239M Buy
949,043
+123,490
+15% +$27M 2.33% 11
2020
Q2 		$155M Buy
+825,553
New +$139M 1.78% 15

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank Julius Baer & Co's CRM Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Salesforce (CRM) stake by 21% in Q1 2026, selling an estimated $3.98M and leaving 70,903 shares worth $13.2M. The position accounts for 0.04% of the portfolio, ranked #161.

Bank Julius Baer & Co first reported a position in CRM in Q2 2020 and has held it in 24 quarters since. The position peaked at $241M in Q4 2020. 2,677 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Bank Julius Baer & Co held 70,903 shares of Salesforce worth $13.2M as of Q1 2026.
  • Bank Julius Baer & Co sold 19,197 Salesforce shares in Q1 2026, an estimated $3.98M.
  • Salesforce made up 0.04% of Bank Julius Baer & Co's portfolio in Q1 2026, its #161 holding.
  • Bank Julius Baer & Co first reported a position in Salesforce in Q2 2020 and has held it in 24 quarters since.
  • Bank Julius Baer & Co's Salesforce position peaked at $241M in Q4 2020.
  • 2,677 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.