Quilter Plc
CRM icon

Quilter Plc’s Salesforce CRM Stock Holding History

Quilter Plc’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
Q3 		$5.99M Sell
26,110
-5,974
-19% -$1.23M 0.09% 60
2026
Q2 		$5.03M Sell
32,084
-6,064
-16% -$1.07M 0.08% 64
2026
Q1 		$7.12M Sell
38,148
-3,107
-8% -$644K 0.13% 56
2025
Q4 		$10.9M Sell
41,255
-35,912
-47% -$8.92M 0.18% 53
2025
Q3 		$18.3M Sell
77,167
-175,002
-69% -$44.1M 0.31% 46
2025
Q2 		$68.8M Buy
252,169
+51,762
+26% +$13.8M 1.26% 29
2025
Q1 		$53.8M Buy
200,407
+60,099
+43% +$18.7M 1.12% 34
2024
Q4 		$46.9M Sell
140,308
-15,088
-10% -$4.82M 0.93% 35
2024
Q3 		$42.5M Sell
155,396
-5,687
-4% -$1.46M 0.87% 36
2024
Q2 		$41.4M Buy
161,083
+4,771
+3% +$1.28M 0.93% 35
2024
Q1 		$47.1M Buy
156,312
+17,393
+13% +$5.02M 1.11% 28
2023
Q4 		$36.8M Buy
138,919
+8,079
+6% +$1.83M 1.24% 25
2023
Q3 		$131M Buy
130,840
+13,755
+12% +$2.97M 0.52% 40
2023
Q2 		$116M Buy
117,085
+103,709
+775% +$21.2M 0.45% 44
2023
Q1 		$13.3M Sell
13,376
-568
-4% -$95.9K 0.05% 81
2022
Q4 		$1.85M Sell
13,944
-1,681
-11% -$245K 0.06% 77
2022
Q3 		$2.25M Sell
15,625
-302
-2% -$51.2K 0.08% 72
2022
Q2 		$2.63M Sell
15,927
-24,563
-61% -$4.34M 0.09% 72
2022
Q1 		$8.6M Sell
40,490
-745
-2% -$160K 0.23% 55
2021
Q4 		$10.5M Sell
41,235
-7,365
-15% -$2.07M 0.27% 51
2021
Q3 		$13.2M Sell
48,600
-2,150
-4% -$546K 0.37% 47
2021
Q2 		$12.4M Sell
50,750
-7,352
-13% -$1.69M 0.36% 48
2021
Q1 		$12.3M Buy
58,102
+4,127
+8% +$919K 0.39% 48
2020
Q4 		$12M Buy
53,975
+53
+0.1% +$12.9K 0.41% 44
2020
Q3 		$13.6M Sell
53,922
-21,572
-29% -$4.72M 0.54% 36
2020
Q2 		$14.1M Sell
75,494
-9,530
-11% -$1.61M 0.69% 34
2020
Q1 		$12.2M Buy
85,024
+33,576
+65% +$5.76M 0.81% 30
2019
Q4 		$8.37M Buy
+51,448
New +$8.06M 0.49% 49

Other funds holding CRM

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Quilter Plc's CRM Position: Q3 2026 in Review

Quilter Plc reduced its Salesforce (CRM) stake by 19% in Q3 2026, selling an estimated $1.23M and leaving 26,110 shares worth $5.99M. The position accounts for 0.09% of the portfolio, ranked #60.

Quilter Plc first reported a position in CRM in Q4 2019 and has held it in 28 quarters since. The position peaked at $131M in Q3 2023. 832 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Quilter Plc held 26,110 shares of Salesforce worth $5.99M as of Q3 2026.
  • Quilter Plc sold 5,974 Salesforce shares in Q3 2026, an estimated $1.23M.
  • Salesforce made up 0.09% of Quilter Plc's portfolio in Q3 2026, its #60 holding.
  • Quilter Plc first reported a position in Salesforce in Q4 2019 and has held it in 28 quarters since.
  • Quilter Plc's Salesforce position peaked at $131M in Q3 2023.
  • 832 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Quilter Plc's 13F filing for Q3 2026, filed 21 Oct 2026.