Vontobel Holding
CRM icon

Vontobel Holding’s Salesforce CRM Stock Holding History

Vontobel Holding’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 		$6.86M Buy
+43,800
New +$7.7M 0.02% 386
2026
Q1 		– Sell
-31,600
Closed -$8.37M – 1264
2025
Q4 		$8.37M Buy
31,600
+4,600
+17% +$1.14M 0.03% 310
2025
Q3 		$6.4M Sell
27,000
-56,500
-68% -$14.2M 0.02% 332
2025
Q2 		$22.8M Buy
+83,500
New +$22.3M 0.07% 179
2021
Q1 		– Sell
-520,000
Closed -$124M – 1016
2020
Q4 		$124M Buy
+520,000
New +$126M 0.81% 14

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

Vontobel Holding's CRM Position: Q2 2026 in Review

Vontobel Holding increased its Salesforce (CRM) stake by 90% in Q2 2026, buying an estimated $74.6M and bringing the position to 895,086 shares worth $140M. The position accounts for 0.45% of the portfolio, ranked #63.

Vontobel Holding first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Vontobel Holding held 895,086 shares of Salesforce worth $140M as of Q2 2026.
  • Vontobel Holding bought 424,399 Salesforce shares in Q2 2026, an estimated $74.6M.
  • Salesforce made up 0.45% of Vontobel Holding's portfolio in Q2 2026, its #63 holding.
  • Vontobel Holding first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.