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Itau Unibanco Holding S.A.’s Salesforce CRM Stock Holding History

Itau Unibanco Holding S.A.’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 		$2.42K Buy
+4
New +$703 ﹤0.01% 389

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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.