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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Douglas Lane & Associates's CRM Position: Q2 2026 in Review

Douglas Lane & Associates increased its Salesforce (CRM) stake by 19% in Q2 2026, buying an estimated $10.2M and bringing the position to 363,648 shares worth $57M. The position accounts for 0.77% of the portfolio, ranked #51.

Douglas Lane & Associates first reported a position in CRM in Q3 2020 and has held it in 13 quarters since. The position peaked at $73.1M in Q4 2025. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Douglas Lane & Associates held 363,648 shares of Salesforce worth $57M as of Q2 2026.
Douglas Lane & Associates bought 58,096 Salesforce shares in Q2 2026, an estimated $10.2M.
Salesforce made up 0.77% of Douglas Lane & Associates's portfolio in Q2 2026, its #51 holding.
Douglas Lane & Associates first reported a position in Salesforce in Q3 2020 and has held it in 13 quarters since.
Douglas Lane & Associates's Salesforce position peaked at $73.1M in Q4 2025.
2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.