Swiss Re’s Salesforce CRM Stock Holding History

Swiss Re’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	$216K	Buy	1,380 +1,276	+1,227%	+$224K	0.02%	111
2026 Q1	$19.4K	Hold	104	–	–	0.12%	129
2025 Q4	$27.6K	Buy	+104	New	+$25.8K	﹤0.01%	86

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Swiss Re's CRM Position: Q2 2026 in Review

Swiss Re increased its Salesforce (CRM) stake by 1,227% in Q2 2026, buying an estimated $224K and bringing the position to 1,380 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #111.

Swiss Re first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Swiss Re held 1,380 shares of Salesforce worth $216K as of Q2 2026.
Swiss Re bought 1,276 Salesforce shares in Q2 2026, an estimated $224K.
Salesforce made up 0.02% of Swiss Re's portfolio in Q2 2026, its #111 holding.
Swiss Re first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Swiss Re's 13F filing for Q2 2026, filed 11 Aug 2026.