DLA
CRM icon

Douglas Lane & Associates’s Salesforce CRM Stock Holding History

Douglas Lane & Associates’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 		$57M Buy
363,648
+58,096
+19% +$10.2M 0.77% 51
2026
Q1 		$57M Buy
305,552
+29,421
+11% +$6.1M 0.82% 47
2025
Q4 		$73.1M Buy
276,131
+23,403
+9% +$5.82M 1% 31
2025
Q3 		$59.9M Buy
252,728
+51,139
+25% +$12.9M 0.83% 44
2025
Q2 		$55M Buy
201,589
+52,956
+36% +$14.2M 0.8% 47
2025
Q1 		$39.9M Buy
148,633
+5,892
+4% +$1.83M 0.59% 69
2024
Q4 		$47.7M Buy
142,741
+52,104
+57% +$16.6M 0.67% 56
2024
Q3 		$24.8M Buy
+90,637
New +$23.2M 0.34% 95
2022
Q2 		– Sell
-1,021
Closed -$217K – 217
2022
Q1 		$217K Sell
1,021
-44
-4% -$9.47K ﹤0.01% 218
2021
Q4 		$271K Buy
1,065
+150
+16% +$42.1K ﹤0.01% 210
2021
Q3 		$248K Buy
915
+84
+10% +$21.3K ﹤0.01% 207
2021
Q2 		$203K Buy
+831
New +$192K ﹤0.01% 223
2020
Q4 		– Sell
-856
Closed -$215K – 216
2020
Q3 		$215K Buy
+856
New +$187K ﹤0.01% 192

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return