Itau Unibanco Holding S.A.’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 | $656K | Buy |
4,190
+3,522
| +527% | +$619K | 0.01% | 188 |
|
|
2026
Q1 | $125K | Buy |
668
+423
| +173% | +$87.6K | ﹤0.01% | 190 |
|
|
2025
Q4 | $64.9K | Buy |
245
+151
| +161% | +$37.5K | ﹤0.01% | 211 |
|
|
2025
Q3 | $22.3K | Sell |
94
-7,016
| -99% | -$1.77M | ﹤0.01% | 321 |
|
|
2025
Q2 | $1.94M | Sell |
7,110
-5,059
| -42% | -$1.35M | 0.07% | 102 |
|
|
2025
Q1 | $3.27M | Buy |
12,169
+6,721
| +123% | +$2.09M | 0.12% | 81 |
|
|
2024
Q4 | $1.83M | Buy |
+5,448
| New | +$1.74M | 0.06% | 98 |
|
|
2023
Q3 | – | Sell |
-469
| Closed | -$99.1K | – | 495 |
|
|
2023
Q2 | $99.1K | Sell |
469
-239
| -34% | -$48.8K | ﹤0.01% | 233 |
|
|
2023
Q1 | $141K | Sell |
708
-910
| -56% | -$154K | 0.01% | 200 |
|
|
2022
Q4 | $214K | Buy |
1,618
+913
| +130% | +$133K | 0.01% | 199 |
|
|
2022
Q3 | $101K | Buy |
+705
| New | +$120K | ﹤0.01% | 302 |
|
|
2022
Q2 | – | Sell |
-7,045
| Closed | -$1.5M | – | 503 |
|
|
2022
Q1 | $1.5M | Sell |
7,045
-9,579
| -58% | -$2.06M | 0.04% | 126 |
|
|
2021
Q4 | $4.25M | Buy |
16,624
+1,276
| +8% | +$359K | 0.13% | 77 |
|
|
2021
Q3 | $4.16M | Buy |
15,348
+15,094
| +5,943% | +$3.83M | 0.22% | 68 |
|
|
2021
Q2 | $62K | Sell |
254
-7,307
| -97% | -$1.68M | ﹤0.01% | 157 |
|
|
2021
Q1 | $1.6M | Sell |
7,561
-2,439
| -24% | -$543K | 0.12% | 95 |
|
|
2020
Q4 | $2.23M | Buy |
+10,000
| New | +$2.43M | 0.1% | 85 |
|
|
2020
Q3 | – | Sell |
-5,704
| Closed | -$1.07M | – | 164 |
|
|
2020
Q2 | $1.07M | Buy |
5,704
+5,263
| +1,193% | +$887K | 0.06% | 96 |
|
|
2020
Q1 | $63K | Buy |
+441
| New | +$75.6K | ﹤0.01% | 198 |
|
|
2019
Q4 | – | Sell |
-1,786
| Closed | -$270K | – | 900 |
|
|
2019
Q3 | $270K | Hold |
1,786
| – | – | 0.01% | 150 |
|
|
2019
Q2 | $270K | Sell |
1,786
-585
| -25% | -$91.7K | 0.01% | 488 |
|
|
2019
Q1 | $313K | Hold |
2,371
| – | – | 0.01% | 148 |
|
|
2018
Q4 | $313K | Buy |
2,371
+499
| +27% | +$68.6K | 0.01% | 148 |
|
|
2018
Q3 | $298K | Sell |
1,872
-883
| -32% | -$131K | 0.02% | 184 |
|
|
2018
Q2 | $374K | Buy |
2,755
+2,598
| +1,655% | +$331K | 0.04% | 158 |
|
|
2018
Q1 | $18K | Sell |
157
-1,348
| -90% | -$155K | ﹤0.01% | 536 |
|
|
2017
Q4 | $154K | Buy |
1,505
+601
| +66% | +$61.2K | 0.01% | 298 |
|
|
2017
Q3 | $268K | Sell |
904
-2,140
| -70% | -$197K | 0.02% | 418 |
|
|
2017
Q2 | $264K | Buy |
3,044
+2,739
| +898% | +$239K | 0.03% | 168 |
|
|
2017
Q1 | $25K | Buy |
+305
| New | +$24.4K | ﹤0.01% | 355 |
|
Other funds holding CRM
Itau Unibanco Holding S.A.'s CRM Position: Q2 2026 in Review
Itau Unibanco Holding S.A. increased its Salesforce (CRM) stake by 527% in Q2 2026, buying an estimated $619K and bringing the position to 4,190 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #188.
Itau Unibanco Holding S.A. first reported a position in CRM in Q1 2017 and has held it in 30 quarters since. The position peaked at $4.25M in Q4 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Itau Unibanco Holding S.A. held 4,190 shares of Salesforce worth $656K as of Q2 2026.
- Itau Unibanco Holding S.A. bought 3,522 Salesforce shares in Q2 2026, an estimated $619K.
- Salesforce made up 0.01% of Itau Unibanco Holding S.A.'s portfolio in Q2 2026, its #188 holding.
- Itau Unibanco Holding S.A. first reported a position in Salesforce in Q1 2017 and has held it in 30 quarters since.
- Itau Unibanco Holding S.A.'s Salesforce position peaked at $4.25M in Q4 2021.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.