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Compagnie Lombard Odier SCmA’s Salesforce CRM Stock Holding History

Compagnie Lombard Odier SCmA’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
2021
Q4 		– Sell
-900
Closed -$29K – 689
2021
Q3 		$29K Buy
+900
New +$229K ﹤0.01% 540
2018
Q1 		– Sell
-12,200
Closed -$244K – 607
2017
Q4 		$244K Buy
12,200
+6,100
+100% +$622K ﹤0.01% 366
2017
Q3 		$82K Buy
+6,100
New +$561K ﹤0.01% 471

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Compagnie Lombard Odier SCmA's CRM Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA increased its Salesforce (CRM) stake by 34% in Q2 2026, buying an estimated $6.33M and bringing the position to 140,644 shares worth $22M. The position accounts for 0.24% of the portfolio, ranked #69.

Compagnie Lombard Odier SCmA first reported a position in CRM in Q4 2013 and has held it in 51 quarters since. The position peaked at $87.1M in Q1 2022. 1,137 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Compagnie Lombard Odier SCmA held 140,644 shares of Salesforce worth $22M as of Q2 2026.
  • Compagnie Lombard Odier SCmA bought 36,000 Salesforce shares in Q2 2026, an estimated $6.33M.
  • Salesforce made up 0.24% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #69 holding.
  • Compagnie Lombard Odier SCmA first reported a position in Salesforce in Q4 2013 and has held it in 51 quarters since.
  • Compagnie Lombard Odier SCmA's Salesforce position peaked at $87.1M in Q1 2022.
  • 1,137 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.