PNAA
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Pictet North America Advisors’s Salesforce CRM Stock Holding History

Pictet North America Advisors’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 		$1.96M Buy
12,510
+6,110
+95% +$1.07M 0.17% 77
2026
Q1 		$1.19M Sell
6,400
-1,586
-20% -$329K 0.12% 85
2025
Q4 		$2.12M Sell
7,986
-830
-9% -$206K 0.2% 75
2025
Q3 		$2.09M Sell
8,816
-10
-0.1% -$2.52K 0.2% 72
2025
Q2 		$2.41M Sell
8,826
-1,461
-14% -$391K 0.24% 69
2025
Q1 		$2.76M Buy
10,287
+338
+3% +$105K 0.28% 69
2024
Q4 		$3.33M Buy
9,949
+201
+2% +$64.1K 0.32% 68
2024
Q3 		$2.67M Buy
+9,748
New +$2.5M 0.26% 69
2024
Q1 		– Sell
-972
Closed -$256K – 143
2023
Q4 		$256K Buy
+972
New +$220K 0.03% 122
2022
Q2 		– Sell
-983
Closed -$209K – 143
2022
Q1 		$209K Buy
983
+52
+6% +$11.2K 0.02% 125
2021
Q4 		$237K Hold
931
– – 0.02% 121
2021
Q3 		$253K Hold
931
– – 0.03% 116
2021
Q2 		$227K Buy
+931
New +$215K 0.02% 122
2019
Q3 		– Sell
-91,059
Closed -$13.8M – 154
2019
Q2 		$13.8M Buy
91,059
+665
+0.7% +$104K 2.01% 17
2019
Q1 		$14.3M Sell
90,394
-6,207
-6% -$962K 2.14% 18
2018
Q4 		$13.2M Sell
96,601
-1,621
-2% -$223K 1.2% 20
2018
Q3 		$15.6M Buy
98,222
+2,706
+3% +$402K 2.07% 17
2018
Q2 		$13M Sell
95,516
-4,284
-4% -$547K 1.94% 19
2018
Q1 		$11.6M Buy
+99,800
New +$11.5M 1.75% 23

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

Pictet North America Advisors's CRM Position: Q2 2026 in Review

Pictet North America Advisors increased its Salesforce (CRM) stake by 95% in Q2 2026, buying an estimated $1.07M and bringing the position to 12,510 shares worth $1.96M. The position accounts for 0.17% of the portfolio, ranked #77.

Pictet North America Advisors first reported a position in CRM in Q1 2018 and has held it in 19 quarters since. The position peaked at $15.6M in Q3 2018. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Pictet North America Advisors held 12,510 shares of Salesforce worth $1.96M as of Q2 2026.
  • Pictet North America Advisors bought 6,110 Salesforce shares in Q2 2026, an estimated $1.07M.
  • Salesforce made up 0.17% of Pictet North America Advisors's portfolio in Q2 2026, its #77 holding.
  • Pictet North America Advisors first reported a position in Salesforce in Q1 2018 and has held it in 19 quarters since.
  • Pictet North America Advisors's Salesforce position peaked at $15.6M in Q3 2018.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.