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Transatlantique Private Wealth’s Salesforce CRM Stock Holding History

Transatlantique Private Wealth’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
2025
Q4 		$1.13M Buy
4,281
+603
+16% +$150K 0.36% 80
2025
Q3 		$872K Sell
3,678
-6,218
-63% -$1.57M 0.29% 102
2025
Q2 		$2.7M Sell
9,896
-1,818
-16% -$486K 0.99% 25
2025
Q1 		$3.14M Sell
11,714
-491
-4% -$153K 1.25% 14
2024
Q4 		$4.08M Sell
12,205
-712
-6% -$227K 1.55% 11
2024
Q3 		$3.54M Sell
12,917
-1,428
-10% -$366K 1.35% 14
2024
Q2 		$3.65M Buy
14,345
+313
+2% +$83.8K 1.49% 14
2024
Q1 		$4.2M Sell
14,032
-344
-2% -$99.3K 1.83% 6
2023
Q4 		$3.76M Sell
14,376
-352
-2% -$79.7K 1.75% 6
2023
Q3 		$2.98M Buy
14,728
+18
+0.1% +$3.89K 1.59% 6
2023
Q2 		$3.11M Sell
14,710
-55
-0.4% -$11.2K 1.62% 5
2023
Q1 		$2.93M Buy
14,765
+3,817
+35% +$645K 1.62% 6
2022
Q4 		$1.44M Sell
10,948
-1,682
-13% -$245K 0.86% 26
2022
Q3 		$1.82M Buy
12,630
+873
+7% +$148K 1.22% 14
2022
Q2 		$1.94M Buy
+11,757
New +$2.08M 1.35% 8

Other funds holding CRM

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transatlantique Private Wealth's CRM Position: Q4 2025 in Review

Transatlantique Private Wealth increased its Salesforce (CRM) stake by 16% in Q4 2025, buying an estimated $150K and bringing the position to 4,281 shares worth $1.13M. The position accounts for 0.36% of the portfolio, ranked #80.

Transatlantique Private Wealth first reported a position in CRM in Q2 2022 and has held it in 15 quarters since. The position peaked at $4.2M in Q1 2024. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Transatlantique Private Wealth held 4,281 shares of Salesforce worth $1.13M as of Q4 2025.
  • Transatlantique Private Wealth bought 603 Salesforce shares in Q4 2025, an estimated $150K.
  • Salesforce made up 0.36% of Transatlantique Private Wealth's portfolio in Q4 2025, its #80 holding.
  • Transatlantique Private Wealth first reported a position in Salesforce in Q2 2022 and has held it in 15 quarters since.
  • Transatlantique Private Wealth's Salesforce position peaked at $4.2M in Q1 2024.
  • 2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.