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	$31.3M	Buy	+200,000	New	+$35.2M	0.1%	182

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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.