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Pictet Bank & Trust’s Salesforce CRM Stock Holding History

Pictet Bank & Trust’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 		$1.01M Buy
6,435
+529
+9% +$93K 1.08% 27
2026
Q1 		$1.1M Buy
5,906
+598
+11% +$124K 1.45% 26
2025
Q4 		$1.41M Buy
5,308
+376
+8% +$93.4K 1.69% 23
2025
Q3 		$1.17M Hold
4,932
– – 1.41% 25
2025
Q2 		$1.34M Hold
4,932
– – 1.58% 24
2025
Q1 		$1.32M Sell
4,932
-180
-4% -$56K 1.62% 25
2024
Q4 		$1.71M Buy
5,112
+240
+5% +$76.6K 1.71% 21
2024
Q3 		$1.33M Sell
4,872
-1,404
-22% -$360K 1.35% 25
2024
Q2 		$1.61M Buy
6,276
+250
+4% +$66.9K 1.64% 22
2024
Q1 		$1.81M Sell
6,026
-712
-11% -$205K 1.88% 21
2023
Q4 		$1.77M Sell
6,738
-1,580
-19% -$358K 1.8% 21
2023
Q3 		$1.69M Sell
8,318
-414
-5% -$89.5K 1.81% 21
2023
Q2 		$1.84M Sell
8,732
-313
-3% -$63.9K 1.51% 21
2023
Q1 		$1.81M Buy
9,045
+240
+3% +$40.5K 1.26% 21
2022
Q4 		$1.17M Buy
8,805
+1,035
+13% +$151K 1.37% 27
2022
Q3 		$1.12M Sell
7,770
-4,243
-35% -$719K 1.43% 27
2022
Q2 		$1.98M Buy
12,013
+373
+3% +$65.9K 1.36% 27
2022
Q1 		$2.47M Sell
11,640
-173
-1% -$37.2K 1.39% 26
2021
Q4 		$3M Sell
11,813
-20
-0.2% -$5.62K 1.55% 22
2021
Q3 		$3.21M Buy
+11,833
New +$3.01M 1.98% 16

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Pictet Bank & Trust's CRM Position: Q2 2026 in Review

Pictet Bank & Trust increased its Salesforce (CRM) stake by 9% in Q2 2026, buying an estimated $93K and bringing the position to 6,435 shares worth $1.01M. The position accounts for 1.08% of the portfolio, ranked #27.

Pictet Bank & Trust first reported a position in CRM in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.21M in Q3 2021. 822 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Pictet Bank & Trust held 6,435 shares of Salesforce worth $1.01M as of Q2 2026.
  • Pictet Bank & Trust bought 529 Salesforce shares in Q2 2026, an estimated $93K.
  • Salesforce made up 1.08% of Pictet Bank & Trust's portfolio in Q2 2026, its #27 holding.
  • Pictet Bank & Trust first reported a position in Salesforce in Q3 2021 and has held it in 20 quarters since.
  • Pictet Bank & Trust's Salesforce position peaked at $3.21M in Q3 2021.
  • 822 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pictet Bank & Trust's 13F filing for Q2 2026, filed 24 Jul 2026.