Swiss Life Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.9M | Sell |
197,304
-16,259
| -8% | -$2.86M | 0.13% | 131 |
|
|
2026
Q1 | $39.9M | Sell |
213,563
-34,263
| -14% | -$7.1M | 0.2% | 96 |
|
|
2025
Q4 | $65.7M | Sell |
247,826
-27,751
| -10% | -$6.9M | 0.33% | 56 |
|
|
2025
Q3 | $65.3M | Buy |
275,577
+13,445
| +5% | +$3.39M | 0.34% | 58 |
|
|
2025
Q2 | $71.5M | Buy |
262,132
+7,622
| +3% | +$2.04M | 0.42% | 52 |
|
|
2025
Q1 | $68.3M | Buy |
254,510
+2,362
| +0.9% | +$735K | 0.5% | 40 |
|
|
2024
Q4 | $84.2M | Buy |
252,148
+65,444
| +35% | +$20.9M | 0.62% | 29 |
|
|
2024
Q3 | $51.1M | Buy |
186,704
+26,967
| +17% | +$6.91M | 0.58% | 30 |
|
|
2024
Q2 | $41.1M | Sell |
159,737
-2,386
| -1% | -$638K | 0.48% | 42 |
|
|
2024
Q1 | $48.8M | Sell |
162,123
-18,635
| -10% | -$5.38M | 0.68% | 26 |
|
|
2023
Q4 | $47.6M | Buy |
180,758
+11,691
| +7% | +$2.65M | 0.57% | 26 |
|
|
2023
Q3 | $34.3M | Buy |
169,067
+26,926
| +19% | +$5.82M | 0.53% | 32 |
|
|
2023
Q2 | $30M | Buy |
142,141
+15,099
| +12% | +$3.08M | 0.44% | 34 |
|
|
2023
Q1 | $25.4M | Sell |
127,042
-22,177
| -15% | -$3.75M | 0.38% | 45 |
|
|
2022
Q4 | $19.8M | Buy |
149,219
+5,022
| +3% | +$733K | 0.33% | 63 |
|
|
2022
Q3 | $20.7M | Buy |
144,197
+1,720
| +1% | +$292K | 0.36% | 54 |
|
|
2022
Q2 | $23.5M | Sell |
142,477
-8,935
| -6% | -$1.58M | 0.38% | 46 |
|
|
2022
Q1 | $32.1M | Sell |
151,412
-4,462
| -3% | -$960K | 0.45% | 41 |
|
|
2021
Q4 | $39.6M | Sell |
155,874
-4,642
| -3% | -$1.3M | 0.51% | 35 |
|
|
2021
Q3 | $43.5M | Sell |
160,516
-689
| -0.4% | -$175K | 0.6% | 30 |
|
|
2021
Q2 | $44.9M | Sell |
161,205
-3,386
| -2% | -$780K | 0.45% | 30 |
|
|
2021
Q1 | $34.9M | Buy |
164,591
+953
| +0.6% | +$212K | 0.5% | 34 |
|
|
2020
Q4 | $36.4M | Buy |
163,638
+116,567
| +248% | +$28.3M | 0.53% | 32 |
|
|
2020
Q3 | $11.8M | Buy |
47,071
+1,492
| +3% | +$327K | 0.18% | 111 |
|
|
2020
Q2 | $8.54M | Buy |
45,579
+924
| +2% | +$156K | 0.14% | 127 |
|
|
2020
Q1 | $6.44M | Buy |
44,655
+2,700
| +6% | +$463K | 0.12% | 145 |
|
|
2019
Q4 | $6.83M | Buy |
41,955
+922
| +2% | +$145K | 0.13% | 146 |
|
|
2019
Q3 | $6.09M | Buy |
41,033
+15,820
| +63% | +$2.4M | 0.08% | 162 |
|
|
2019
Q2 | $3.82M | Buy |
25,213
+10,695
| +74% | +$1.68M | 0.05% | 209 |
|
|
2019
Q1 | $2.3M | Buy |
+14,518
| New | +$2.25M | 0.03% | 268 |
|
|
2018
Q4 | – | Sell |
-35,655
| Closed | -$5.67M | – | 252 |
|
|
2018
Q3 | $5.67M | Buy |
35,655
+10,142
| +40% | +$1.5M | 0.08% | 187 |
|
|
2018
Q2 | $3.48M | Sell |
25,513
-14,532
| -36% | -$1.85M | 0.05% | 216 |
|
|
2018
Q1 | $4.66M | Buy |
40,045
+8,557
| +27% | +$983K | 0.08% | 192 |
|
|
2017
Q4 | $3.22M | Buy |
31,488
+15,030
| +91% | +$1.53M | 0.07% | 168 |
|
|
2017
Q3 | $1.53M | Buy |
+16,458
| New | +$1.51M | 0.04% | 234 |
|
|
2017
Q1 | – | Sell |
-7,368
| Closed | -$504K | – | 467 |
|
|
2016
Q4 | $504K | Hold |
7,368
| – | – | 0.02% | 362 |
|
|
2016
Q3 | $524K | Buy |
+7,368
| New | +$575K | 0.02% | 348 |
|
|
2016
Q1 | – | Sell |
-7,859
| Closed | -$616K | – | 359 |
|
|
2015
Q4 | $616K | Buy |
+7,859
| New | +$614K | 0.03% | 207 |
|
Other funds holding CRM
Swiss Life Asset Management's CRM Position: Q2 2026 in Review
Swiss Life Asset Management reduced its Salesforce (CRM) stake by 7.6% in Q2 2026, selling an estimated $2.86M and leaving 197,304 shares worth $30.9M. The position accounts for 0.13% of the portfolio, ranked #131.
Swiss Life Asset Management first reported a position in CRM in Q4 2015 and has held it in 38 quarters since. The position peaked at $84.2M in Q4 2024. 1,795 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Swiss Life Asset Management held 197,304 shares of Salesforce worth $30.9M as of Q2 2026.
- Swiss Life Asset Management sold 16,259 Salesforce shares in Q2 2026, an estimated $2.86M.
- Salesforce made up 0.13% of Swiss Life Asset Management's portfolio in Q2 2026, its #131 holding.
- Swiss Life Asset Management first reported a position in Salesforce in Q4 2015 and has held it in 38 quarters since.
- Swiss Life Asset Management's Salesforce position peaked at $84.2M in Q4 2024.
- 1,795 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.