Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$140,224,170
+$52,361,029 QoQ
Shares Held
895,086
+90.2% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#100
of 2,457 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$6,861,708
CallShares
43,800
PutValue
$31,332,000
PutShares
200,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Vontobel Holding Ltd. holds $733,794,090 across 40 Software - Application names. CRM ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
668,419 | $174,457,359 | |
| 2 | CRM |
Salesforce, Inc.
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|
895,086 | $140,224,170 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
208,160 | $78,126,610 | |
| 4 | UBER |
Uber Technologies, Inc
|
753,167 | $54,348,528 | |
| 5 | NOW |
ServiceNow, Inc.
|
505,838 | $50,219,594 | |
| 6 | ADBE |
Adobe Inc.
|
230,215 | $47,198,676 | |
| 7 | ADSK |
Autodesk, Inc.
|
228,497 | $44,424,382 | |
| 8 | DDOG |
Datadog, Inc.
|
130,543 | $33,988,174 |
All Filings in CRM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,224,170 | 895,086 | Shares | Defined | 2026-08-03 | |
| 2026-06-30 | $31,332,000 | 200,000 | Put | Defined | 2026-08-03 | |
| 2026-06-30 | $6,861,708 | 43,800 | Call | Defined | 2026-08-03 | |
| 2026-03-31 | $87,863,141 | 470,687 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $116,918,025 | 441,350 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $8,371,156 | 31,600 | Call | Defined | 2026-02-13 | |
| 2025-09-30 | $75,665,568 | 319,264 | Shares | Defined | 2025-10-15 | |
| 2025-09-30 | $6,399,000 | 27,000 | Call | Defined | 2025-10-15 | |
| 2025-06-30 | $22,769,615 | 83,500 | Call | Defined | 2025-07-23 | |
| 2025-06-30 | $85,000,198 | 311,710 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $63,650,696 | 237,184 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $81,848,328 | 244,813 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $69,365,502 | 253,427 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $65,875,189 | 256,224 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $81,467,682 | 270,495 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $75,957,727 | 288,659 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $49,736,456 | 245,273 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $38,960,990 | 184,422 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $35,943,617 | 179,916 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $27,608,418 | 208,224 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $29,295,027 | 203,664 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $24,286,129 | 147,153 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $37,898,055 | 178,495 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $42,409,719 | 166,882 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $47,663,657 | 175,738 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $37,141,251 | 152,050 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $35,609,201 | 168,071 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $115,715,600 | 520,000 | Call | Defined | 2021-02-12 | |
| 2020-12-31 | $35,378,040 | 158,981 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||