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Leonteq Securities AG’s Salesforce CRM Stock Holding History

Leonteq Securities AG’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 		$7.23M Buy
+46,146
New +$8.11M 0.25% 72
2026
Q1 		– Sell
-26,199
Closed -$5.43M – 1339
2025
Q4 		$6.94M Sell
26,199
-223,551
-90% -$55.6M 0.21% 81
2025
Q3 		$59.2M Buy
249,750
+45,042
+22% +$11.4M 1.79% 10
2025
Q2 		$55.8M Buy
204,708
+95,529
+87% +$25.5M 2.15% 9
2025
Q1 		$29.2M Buy
109,179
+63,475
+139% +$19.7M 1.64% 11
2024
Q4 		$15.3M Sell
45,704
-12,476
-21% -$3.98M 1.03% 15
2024
Q3 		$15.9M Buy
58,180
+5,863
+11% +$1.5M 1.21% 14
2024
Q2 		$13.5M Buy
52,317
+44,500
+569% +$11.9M 0.95% 16
2024
Q1 		$2.35M Buy
+7,817
New +$2.26M 0.18% 130
2023
Q4 		– Sell
-38,486
Closed -$8.71M – 1213
2023
Q3 		$7.8M Buy
38,486
+16,748
+77% +$3.62M 0.43% 59
2023
Q2 		$4.59M Sell
21,738
-23,240
-52% -$4.74M 0.24% 104
2023
Q1 		$8.99M Sell
44,978
-308,299
-87% -$52.1M 0.41% 47
2022
Q4 		$46.8M Buy
353,277
+185,689
+111% +$27.1M 1.74% 11
2022
Q3 		$24.1M Sell
167,588
-5,319
-3% -$902K 0.94% 26
2022
Q2 		$28.5M Sell
172,907
-9,178
-5% -$1.62M 1.07% 19
2022
Q1 		$38.7M Buy
182,085
+40,196
+28% +$8.65M 1.38% 14
2021
Q4 		$36.1M Buy
141,889
+74,463
+110% +$20.9M 1.3% 15
2021
Q3 		$18.3M Buy
67,426
+24,796
+58% +$6.3M 0.78% 29
2021
Q2 		$10.4M Sell
42,630
-38,603
-48% -$8.9M 0.62% 34
2021
Q1 		$17.2M Sell
81,233
-73,181
-47% -$16.3M 1.02% 20
2020
Q4 		$34.4M Buy
+154,414
New +$37.6M 1.84% 11

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

Leonteq Securities AG's CRM Position: Q2 2026 in Review

Leonteq Securities AG opened a new position in Salesforce (CRM) in Q2 2026: 46,146 shares worth $7.23M. The stake represents 0.25% of the portfolio and ranks #72 among its holdings. This is a return to the name: Leonteq Securities AG previously reported a position in CRM as recently as Q4 2025.

Leonteq Securities AG first reported a position in CRM in Q4 2020 and has held it in 21 quarters since. The position peaked at $59.2M in Q3 2025. 2,465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Leonteq Securities AG held 46,146 shares of Salesforce worth $7.23M as of Q2 2026.
  • Salesforce was a new Leonteq Securities AG position in Q2 2026.
  • Salesforce made up 0.25% of Leonteq Securities AG's portfolio in Q2 2026, its #72 holding.
  • Leonteq Securities AG first reported a position in Salesforce in Q4 2020 and has held it in 21 quarters since.
  • Leonteq Securities AG's Salesforce position peaked at $59.2M in Q3 2025.
  • 2,465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.