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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Vontobel Holding's CRM Position: Q1 2026 in Review

Vontobel Holding increased its Salesforce (CRM) stake by 6.6% in Q1 2026, buying an estimated $6.08M and bringing the position to 470,687 shares worth $87.9M. The position accounts for 0.3% of the portfolio, ranked #72.

Vontobel Holding first reported a position in CRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $117M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Vontobel Holding held 470,687 shares of Salesforce worth $87.9M as of Q1 2026.
  • Vontobel Holding bought 29,337 Salesforce shares in Q1 2026, an estimated $6.08M.
  • Salesforce made up 0.3% of Vontobel Holding's portfolio in Q1 2026, its #72 holding.
  • Vontobel Holding first reported a position in Salesforce in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's Salesforce position peaked at $117M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.