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Wormser Freres Gestion’s Salesforce CRM Stock Holding History

Wormser Freres Gestion’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 		– Sell
-24
Closed -$4.58K – 68
2026
Q1 		$4.58K Sell
24
-32,357
-100% -$6.7M ﹤0.01% 41
2025
Q4 		$8.58M Buy
32,381
+1,344
+4% +$334K 4.88% 10
2025
Q3 		$7.41M Buy
31,037
+1,101
+4% +$278K 4.12% 11
2025
Q2 		$8.16M Buy
29,936
+403
+1% +$108K 4.86% 11
2025
Q1 		$8M Buy
29,533
+1,352
+5% +$421K 4.9% 10
2024
Q4 		$9.51M Sell
28,181
-891
-3% -$284K 5.65% 4
2024
Q3 		$7.98M Buy
29,072
+612
+2% +$157K 4.87% 11
2024
Q2 		$7.56M Buy
28,460
+1,123
+4% +$300K 4.93% 13
2024
Q1 		$8.53M Sell
27,337
-8,920
-25% -$2.57M 5.84% 9
2023
Q4 		$9.52M Buy
+36,257
New +$8.21M 7.72% 1

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wormser Freres Gestion's CRM Position: Q2 2026 in Review

Wormser Freres Gestion sold out of Salesforce (CRM) in Q2 2026, closing a stake of 24 shares — an estimated $4.58K sold.

Wormser Freres Gestion first reported a position in CRM in Q4 2023 and held it in 10 quarters. The position peaked at $9.52M in Q4 2023. 528 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wormser Freres Gestion reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Wormser Freres Gestion sold 24 Salesforce shares in Q2 2026, an estimated $4.58K.
  • Wormser Freres Gestion first reported a position in Salesforce in Q4 2023 and held it in 10 quarters.
  • Wormser Freres Gestion's Salesforce position peaked at $9.52M in Q4 2023.
  • 528 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wormser Freres Gestion's 13F filing for Q2 2026, filed 16 Jul 2026.