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Brown, Lisle/Cummings’s Salesforce CRM Stock Holding History

Brown, Lisle/Cummings’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 		$751K Sell
4,795
-131
-3% -$23K 0.17% 126
2026
Q1 		$920K Buy
4,926
+24
+0.5% +$4.97K 0.23% 98
2025
Q4 		$1.3M Sell
4,902
-515
-10% -$128K 0.32% 80
2025
Q3 		$1.28M Buy
5,417
+130
+2% +$32.8K 0.33% 73
2025
Q2 		$1.44M Hold
5,287
– – 0.38% 62
2025
Q1 		$1.42M Sell
5,287
-41
-0.8% -$12.8K 0.41% 60
2024
Q4 		$1.78M Buy
5,328
+174
+3% +$55.5K 0.53% 49
2024
Q3 		$1.41M Buy
5,154
+125
+2% +$32K 0.43% 56
2024
Q2 		$1.29M Buy
5,029
+50
+1% +$13.4K 0.42% 59
2024
Q1 		$1.5M Hold
4,979
– – 0.51% 49
2023
Q4 		$1.31M Buy
4,979
+60
+1% +$13.6K 0.49% 49
2023
Q3 		$997K Buy
4,919
+200
+4% +$43.2K 0.45% 56
2023
Q2 		$997K Buy
4,719
+165
+4% +$33.7K 0.45% 55
2023
Q1 		$910K Buy
4,554
+30
+0.7% +$5.07K 0.46% 51
2022
Q4 		$600K Sell
4,524
-242
-5% -$35.3K 0.32% 81
2022
Q3 		$686K Sell
4,766
-125
-3% -$21.2K 0.4% 60
2022
Q2 		$807K Buy
4,891
+133
+3% +$23.5K 0.45% 59
2022
Q1 		$1.01M Buy
4,758
+333
+8% +$71.7K 0.49% 53
2021
Q4 		$1.12M Buy
+4,425
New +$1.24M 0.56% 47

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Brown, Lisle/Cummings's CRM Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Salesforce (CRM) stake by 2.7% in Q2 2026, selling an estimated $23K and leaving 4,795 shares worth $751K. The position accounts for 0.17% of the portfolio, ranked #126.

Brown, Lisle/Cummings first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.78M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Brown, Lisle/Cummings held 4,795 shares of Salesforce worth $751K as of Q2 2026.
  • Brown, Lisle/Cummings sold 131 Salesforce shares in Q2 2026, an estimated $23K.
  • Salesforce made up 0.17% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #126 holding.
  • Brown, Lisle/Cummings first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Brown, Lisle/Cummings's Salesforce position peaked at $1.78M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.