Edmond de Rothschild Holding’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.42M | Buy |
9,045
+2,529
| +39% | +$445K | 0.02% | 268 |
|
|
2026
Q1 | $1.22M | Buy |
6,516
+60
| +0.9% | +$12.4K | 0.02% | 270 |
|
|
2025
Q4 | $1.71M | Sell |
6,456
-9,832
| -60% | -$2.44M | 0.02% | 254 |
|
|
2025
Q3 | $3.86M | Buy |
16,288
+516
| +3% | +$130K | 0.06% | 188 |
|
|
2025
Q2 | $4.3M | Buy |
15,772
+796
| +5% | +$213K | 0.07% | 183 |
|
|
2025
Q1 | $4.02M | Sell |
14,976
-2,378
| -14% | -$740K | 0.07% | 176 |
|
|
2024
Q4 | $5.8M | Buy |
17,354
+11,700
| +207% | +$3.73M | 0.1% | 155 |
|
|
2024
Q3 | $1.55M | Sell |
5,654
-1,635
| -22% | -$419K | 0.02% | 240 |
|
|
2024
Q2 | $1.87M | Sell |
7,289
-7,047
| -49% | -$1.89M | 0.03% | 217 |
|
|
2024
Q1 | $4.32M | Sell |
14,336
-2,071
| -13% | -$598K | 0.07% | 169 |
|
|
2023
Q4 | $4.32M | Sell |
16,407
-3,405
| -17% | -$771K | 0.08% | 170 |
|
|
2023
Q3 | $4.02M | Sell |
19,812
-1,717
| -8% | -$371K | 0.08% | 173 |
|
|
2023
Q2 | $4.55M | Sell |
21,529
-6,614
| -24% | -$1.35M | 0.09% | 180 |
|
|
2023
Q1 | $5.62M | Sell |
28,143
-15,705
| -36% | -$2.65M | 0.13% | 159 |
|
|
2022
Q4 | $5.81M | Sell |
43,848
-10,567
| -19% | -$1.54M | 0.14% | 151 |
|
|
2022
Q3 | $7.83M | Sell |
54,415
-51,631
| -49% | -$8.75M | 0.21% | 123 |
|
|
2022
Q2 | $17.5M | Buy |
106,046
+15,703
| +17% | +$2.77M | 0.42% | 70 |
|
|
2022
Q1 | $19.2M | Buy |
90,343
+4,932
| +6% | +$1.06M | 0.42% | 80 |
|
|
2021
Q4 | $21.7M | Buy |
85,411
+16,143
| +23% | +$4.54M | 0.47% | 62 |
|
|
2021
Q3 | $18.8M | Buy |
69,268
+2,755
| +4% | +$700K | 0.43% | 68 |
|
|
2021
Q2 | $16.2M | Sell |
66,513
-42,459
| -39% | -$9.79M | 0.38% | 78 |
|
|
2021
Q1 | $23.1M | Buy |
108,972
+48,983
| +82% | +$10.9M | 0.63% | 44 |
|
|
2020
Q4 | $13.3M | Buy |
59,989
+39,069
| +187% | +$9.5M | 0.45% | 72 |
|
|
2020
Q3 | $5.26M | Sell |
20,920
-5,612
| -21% | -$1.23M | 0.21% | 122 |
|
|
2020
Q2 | $4.97M | Sell |
26,532
-8,658
| -25% | -$1.46M | 0.2% | 123 |
|
|
2020
Q1 | $5.07M | Buy |
35,190
+6,090
| +21% | +$1.04M | 0.27% | 108 |
|
|
2019
Q4 | $4.73M | Buy |
29,100
+1,306
| +5% | +$205K | 0.19% | 122 |
|
|
2019
Q3 | $4.13M | Sell |
27,794
-1,048
| -4% | -$159K | 0.17% | 123 |
|
|
2019
Q2 | $4.38M | Buy |
28,842
+17,961
| +165% | +$2.81M | 0.16% | 128 |
|
|
2019
Q1 | $1.72M | Buy |
10,881
+4,234
| +64% | +$656K | 0.06% | 187 |
|
|
2018
Q4 | $910K | Buy |
6,647
+823
| +14% | +$113K | 0.03% | 256 |
|
|
2018
Q3 | $926K | Buy |
5,824
+3,085
| +113% | +$458K | 0.03% | 278 |
|
|
2018
Q2 | $374K | Buy |
2,739
+1,647
| +151% | +$210K | 0.01% | 367 |
|
|
2018
Q1 | $127K | Sell |
1,092
-3,683
| -77% | -$423K | ﹤0.01% | 532 |
|
|
2017
Q4 | $488K | Buy |
4,775
+3,000
| +169% | +$306K | 0.01% | 364 |
|
|
2017
Q3 | $165K | Hold |
1,775
| – | – | ﹤0.01% | 533 |
|
|
2017
Q2 | $154K | Sell |
1,775
-2,568
| -59% | -$224K | ﹤0.01% | 513 |
|
|
2017
Q1 | $358K | Sell |
4,343
-8,764
| -67% | -$700K | 0.01% | 421 |
|
|
2016
Q4 | $897K | Sell |
13,107
-14,673
| -53% | -$1.06M | 0.02% | 291 |
|
|
2016
Q3 | $1.98M | Buy |
27,780
+11,830
| +74% | +$923K | 0.06% | 196 |
|
|
2016
Q2 | $1.27M | Buy |
15,950
+13,400
| +525% | +$1.05M | 0.04% | 243 |
|
|
2016
Q1 | $188K | Sell |
2,550
-3,800
| -60% | -$262K | 0.01% | 488 |
|
|
2015
Q4 | $498K | Buy |
6,350
+2,200
| +53% | +$172K | 0.01% | 363 |
|
|
2015
Q3 | $288K | Sell |
4,150
-683
| -14% | -$48.4K | 0.01% | 407 |
|
|
2015
Q2 | $337K | Buy |
+4,833
| New | +$344K | 0.01% | 424 |
|
Other funds holding CRM
Edmond de Rothschild Holding's CRM Position: Q2 2026 in Review
Edmond de Rothschild Holding increased its Salesforce (CRM) stake by 39% in Q2 2026, buying an estimated $445K and bringing the position to 9,045 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #268.
Edmond de Rothschild Holding first reported a position in CRM in Q2 2015 and has held it in 45 quarters since. The position peaked at $23.1M in Q1 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Edmond de Rothschild Holding held 9,045 shares of Salesforce worth $1.42M as of Q2 2026.
- Edmond de Rothschild Holding bought 2,529 Salesforce shares in Q2 2026, an estimated $445K.
- Salesforce made up 0.02% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #268 holding.
- Edmond de Rothschild Holding first reported a position in Salesforce in Q2 2015 and has held it in 45 quarters since.
- Edmond de Rothschild Holding's Salesforce position peaked at $23.1M in Q1 2021.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.