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 Q1	$187K	Sell	1,000 -40,200	-98%	-$8.33M	0.01%	614
2025 Q4	$10.9M	Buy	41,200 +40,000	+3,333%	+$9.94M	0.33%	54
2025 Q3	$284K	Hold	1,200	–	–	0.01%	531
2025 Q2	$327K	Buy	1,200 +500	+71%	+$134K	0.01%	463
2025 Q1	$187K	Buy	700 +500	+250%	+$156K	0.01%	562
2024 Q4	$66.9K	Sell	200 -2,300	-92%	-$734K	﹤0.01%	770
2024 Q3	$684K	Hold	2,500	–	–	0.05%	269
2024 Q2	$643K	Sell	2,500 -37,800	-94%	-$10.1M	0.05%	272
2024 Q1	$12.1M	Sell	40,300 -29,700	-42%	-$8.57M	0.9%	21
2023 Q4	$18.4M	Buy	70,000 +300	+0.4%	+$67.9K	1.05%	20
2023 Q3	$14.1M	Sell	69,700 -22,700	-25%	-$4.9M	0.78%	29
2023 Q2	$19.5M	Buy	92,400 +10,400	+13%	+$2.12M	1.01%	23
2023 Q1	$16.4M	Buy	+82,000	New	+$13.9M	0.75%	25
2021 Q3	–	Sell	-5,000	Closed	-$1.22M	–	1146
2021 Q2	$1.22M	Buy	+5,000	New	+$1.15M	0.07%	241

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Leonteq Securities AG's CRM Position: Q1 2026 in Review

Leonteq Securities AG sold out of Salesforce (CRM) in Q1 2026, closing a stake of 26,199 shares — an estimated $5.43M sold.

Leonteq Securities AG first reported a position in CRM in Q4 2020 and held it in 20 quarters. The position peaked at $59.2M in Q3 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Leonteq Securities AG reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Leonteq Securities AG sold 26,199 Salesforce shares in Q1 2026, an estimated $5.43M.
Leonteq Securities AG first reported a position in Salesforce in Q4 2020 and held it in 20 quarters.
Leonteq Securities AG's Salesforce position peaked at $59.2M in Q3 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Leonteq Securities AG's 13F filing for Q1 2026, filed 27 Apr 2026.