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Union Bancaire Privee’s Salesforce CRM Stock Holding History

Union Bancaire Privee’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 		$1.24M Sell
8,359
-36,627
-81% -$6.44M 0.01% 281
2026
Q1 		$8.13M Sell
44,986
-9,936
-18% -$2.06M 0.11% 122
2025
Q4 		$15.3M Buy
54,922
+47,349
+625% +$11.8M 0.18% 93
2025
Q3 		$1.94M Sell
7,573
-167,481
-96% -$42.2M 0.03% 202
2025
Q2 		$45.2M Sell
175,054
-121,382
-41% -$32.5M 0.66% 37
2025
Q1 		$79.9M Sell
296,436
-17,524
-6% -$5.45M 1.54% 16
2024
Q4 		$104M Buy
+313,960
New +$100M 1.82% 12

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

Union Bancaire Privee's CRM Position: Q2 2026 in Review

Union Bancaire Privee reduced its Salesforce (CRM) stake by 81% in Q2 2026, selling an estimated $6.44M and leaving 8,359 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #281.

Union Bancaire Privee first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $104M in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Union Bancaire Privee held 8,359 shares of Salesforce worth $1.24M as of Q2 2026.
  • Union Bancaire Privee sold 36,627 Salesforce shares in Q2 2026, an estimated $6.44M.
  • Salesforce made up 0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #281 holding.
  • Union Bancaire Privee first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Union Bancaire Privee's Salesforce position peaked at $104M in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.