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Banque Transatlantique’s Salesforce CRM Stock Holding History

Banque Transatlantique’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 		$15.2M Buy
65,743
+36,023
+121% +$6.33M 0.33% 45
2026
Q1 		$5.41M Sell
29,720
-29,678
-50% -$6.15M 0.13% 56
2025
Q4 		$15.6M Sell
59,398
-5,813
-9% -$1.44M 0.38% 41
2025
Q3 		$15.5M Buy
65,211
+629
+1% +$159K 0.38% 41
2025
Q2 		$17.7M Buy
64,582
+4,722
+8% +$1.26M 0.49% 32
2025
Q1 		$16.1M Sell
59,860
-3,368
-5% -$1.05M 0.49% 33
2024
Q4 		$20.9M Buy
+63,228
New +$20.2M 0.53% 34

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

Banque Transatlantique's CRM Position: Q2 2026 in Review

Banque Transatlantique increased its Salesforce (CRM) stake by 121% in Q2 2026, buying an estimated $6.33M and bringing the position to 65,743 shares worth $15.2M. The position accounts for 0.33% of the portfolio, ranked #45.

Banque Transatlantique first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.9M in Q4 2024. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Banque Transatlantique held 65,743 shares of Salesforce worth $15.2M as of Q2 2026.
  • Banque Transatlantique bought 36,023 Salesforce shares in Q2 2026, an estimated $6.33M.
  • Salesforce made up 0.33% of Banque Transatlantique's portfolio in Q2 2026, its #45 holding.
  • Banque Transatlantique first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Banque Transatlantique's Salesforce position peaked at $20.9M in Q4 2024.
  • 1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Banque Transatlantique's 13F filing for Q2 2026, filed 30 Jul 2026.