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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
Q3 		$239K Buy
+1,041
New +$215K 0.13% 35
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 		$9.5M 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 		$9.5M Buy
+36,257
New +$8.21M 7.72% 1

Other funds holding CRM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wormser Freres Gestion's CRM Position: Q3 2026 in Review

Wormser Freres Gestion opened a new position in Salesforce (CRM) in Q3 2026: 1,041 shares worth $239K. The stake represents 0.13% of the portfolio and ranks #35 among its holdings. This is a return to the name: Wormser Freres Gestion previously reported a position in CRM as recently as Q1 2026.

Wormser Freres Gestion first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.5M in Q4 2023. 1,047 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Wormser Freres Gestion held 1,041 shares of Salesforce worth $239K as of Q3 2026.
  • Salesforce was a new Wormser Freres Gestion position in Q3 2026.
  • Salesforce made up 0.13% of Wormser Freres Gestion's portfolio in Q3 2026, its #35 holding.
  • Wormser Freres Gestion first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Wormser Freres Gestion's Salesforce position peaked at $9.5M in Q4 2023.
  • 1,047 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Wormser Freres Gestion's 13F filing for Q3 2026, filed 21 Oct 2026.