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
2025
Q3 		– Sell
-6,500
Closed -$1.77M – 2113
2025
Q2 		$1.77M Buy
+6,500
New +$1.74M ﹤0.01% 1289

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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. 1,527 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.
  • 1,527 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.