JSSH
CRM icon

J. Safra Sarasin Holding’s Salesforce CRM Stock Holding History

J. Safra Sarasin 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
2026
Q2 		$4.89M Buy
33,487
+26,313
+367% +$4.63M 0.07% 166
2026
Q1 		$1.34M Buy
7,174
+707
+11% +$146K 0.02% 254
2025
Q4 		$1.71M Sell
6,467
-2,057
-24% -$511K 0.03% 219
2025
Q3 		$2.03M Sell
8,524
-28,654
-77% -$7.23M 0.03% 211
2025
Q2 		$10.1M Sell
37,178
-51,366
-58% -$13.7M 0.18% 106
2025
Q1 		$23.8M Buy
88,544
+44,204
+100% +$13.7M 0.43% 66
2024
Q4 		$14.8M Buy
44,340
+6,095
+16% +$1.95M 0.25% 96
2024
Q3 		$10.5M Buy
38,245
+18,183
+91% +$4.66M 0.18% 107
2024
Q2 		$5.16M Buy
+20,062
New +$5.37M 0.09% 133

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

J. Safra Sarasin Holding's CRM Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Salesforce (CRM) stake by 367% in Q2 2026, buying an estimated $4.63M and bringing the position to 33,487 shares worth $4.89M. The position accounts for 0.07% of the portfolio, ranked #166.

J. Safra Sarasin Holding first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $23.8M in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • J. Safra Sarasin Holding held 33,487 shares of Salesforce worth $4.89M as of Q2 2026.
  • J. Safra Sarasin Holding bought 26,313 Salesforce shares in Q2 2026, an estimated $4.63M.
  • Salesforce made up 0.07% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #166 holding.
  • J. Safra Sarasin Holding first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
  • J. Safra Sarasin Holding's Salesforce position peaked at $23.8M in Q1 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.