Vontobel Holding’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85M | Buy |
311,710
+74,526
| +31% | +$20.3M | 0.27% | 66 |
|
|
2025
Q1 | $63.7M | Sell |
237,184
-7,629
| -3% | -$2.05M | 0.23% | 71 |
|
|
2024
Q4 | $81.8M | Sell |
244,813
-8,614
| -3% | -$2.88M | 0.28% | 58 |
|
|
2024
Q3 | $69.4M | Sell |
253,427
-2,797
| -1% | -$766K | 0.22% | 72 |
|
|
2024
Q2 | $65.9M | Sell |
256,224
-14,271
| -5% | -$3.67M | 0.21% | 72 |
|
|
2024
Q1 | $81.5M | Sell |
270,495
-18,164
| -6% | -$5.47M | 0.65% | 28 |
|
|
2023
Q4 | $76M | Buy |
288,659
+43,386
| +18% | +$11.4M | 0.64% | 33 |
|
|
2023
Q3 | $49.7M | Buy |
245,273
+60,851
| +33% | +$12.3M | 0.46% | 49 |
|
|
2023
Q2 | $39M | Buy |
184,422
+4,506
| +3% | +$952K | 0.34% | 79 |
|
|
2023
Q1 | $35.9M | Sell |
179,916
-28,308
| -14% | -$5.66M | 0.33% | 79 |
|
|
2022
Q4 | $26.8M | Buy |
208,224
+4,560
| +2% | +$586K | 0.27% | 100 |
|
|
2022
Q3 | $29.9M | Buy |
203,664
+56,511
| +38% | +$8.3M | 0.35% | 69 |
|
|
2022
Q2 | $25.1M | Sell |
147,153
-31,342
| -18% | -$5.35M | 0.27% | 89 |
|
|
2022
Q1 | $38.4M | Buy |
178,495
+11,613
| +7% | +$2.5M | 0.33% | 60 |
|
|
2021
Q4 | $42.6M | Sell |
166,882
-8,856
| -5% | -$2.26M | 0.35% | 62 |
|
|
2021
Q3 | $47.7M | Buy |
175,738
+23,688
| +16% | +$6.42M | 0.42% | 47 |
|
|
2021
Q2 | $37.4M | Sell |
152,050
-16,021
| -10% | -$3.94M | 0.32% | 56 |
|
|
2021
Q1 | $35.6M | Buy |
168,071
+9,090
| +6% | +$1.93M | 0.26% | 52 |
|
|
2020
Q4 | $38M | Buy |
+158,981
| New | +$38M | 0.25% | 48 |
|