EDRH
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Edmond de Rothschild Holding’s Salesforce CRM Stock Holding History

Edmond de Rothschild Holding’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
2015
Q4 		– Sell
-10,000
Closed -$71K – 834
2015
Q3 		$71K Hold
10,000
– – ﹤0.01% 587
2015
Q2 		$72K Buy
+10,000
New +$712K ﹤0.01% 606

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

Edmond de Rothschild Holding's CRM Position: Q1 2026 in Review

Edmond de Rothschild Holding increased its Salesforce (CRM) stake by 0.93% in Q1 2026, buying an estimated $12.4K and bringing the position to 6,516 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #270.

Edmond de Rothschild Holding first reported a position in CRM in Q2 2015 and has held it in 44 quarters since. The position peaked at $23.1M in Q1 2021. 2,677 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Edmond de Rothschild Holding held 6,516 shares of Salesforce worth $1.22M as of Q1 2026.
  • Edmond de Rothschild Holding bought 60 Salesforce shares in Q1 2026, an estimated $12.4K.
  • Salesforce made up 0.02% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #270 holding.
  • Edmond de Rothschild Holding first reported a position in Salesforce in Q2 2015 and has held it in 44 quarters since.
  • Edmond de Rothschild Holding's Salesforce position peaked at $23.1M in Q1 2021.
  • 2,677 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.