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	–	Sell	-40,000	Closed	-$7.47M	–	1294
2026 Q1	$7.47M	Sell	40,000 -40,000	-50%	-$8.29M	0.28%	70
2025 Q4	$21.2M	Hold	80,000	–	–	0.65%	27
2025 Q3	$19M	Buy	+80,000	New	+$20.2M	0.57%	33
2022 Q1	–	Sell	-20,000	Closed	-$5.08M	–	1264
2021 Q4	$5.08M	Buy	+20,000	New	+$5.62M	0.18%	108

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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. 2,488 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.
2,488 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.