Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Salesforce CRM Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$252M Buy
1,603,956
+92,324
+6% +$16.2M 0.39% 38
2026
Q1 		$283M Buy
1,511,632
+94,185
+7% +$19.5M 0.49% 28
2025
Q4 		$376M Buy
1,417,447
+63,777
+5% +$15.8M 0.61% 17
2025
Q3 		$321M Buy
1,353,670
+109,000
+9% +$27.5M 0.53% 20
2025
Q2 		$339M Buy
1,244,670
+58,197
+5% +$15.6M 0.6% 20
2025
Q1 		$318M Buy
1,186,473
+12,037
+1% +$3.74M 0.64% 20
2024
Q4 		$393M Buy
+1,174,436
New +$375M 0.78% 15

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

Universal-Beteiligungs- und Servicegesellschaft's CRM Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Salesforce (CRM) stake by 6.1% in Q2 2026, buying an estimated $16.2M and bringing the position to 1,603,956 shares worth $252M. The position accounts for 0.39% of the portfolio, ranked #38.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $393M in Q4 2024. 2,478 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 1,603,956 shares of Salesforce worth $252M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 92,324 Salesforce shares in Q2 2026, an estimated $16.2M.
  • Salesforce made up 0.39% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #38 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Salesforce position peaked at $393M in Q4 2024.
  • 2,478 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.