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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
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.