LJAC
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L.J. Altfest & Co’s Salesforce CRM Stock Holding History

L.J. Altfest & Co’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
2025
Q2 		– Sell
-860
Closed -$231K – 346
2025
Q1 		$231K Sell
860
-1,129
-57% -$351K 0.03% 298
2024
Q4 		$665K Sell
1,989
-85
-4% -$27.1K 0.08% 168
2024
Q3 		$568K Sell
2,074
-181
-8% -$46.4K 0.08% 194
2024
Q2 		$580K Sell
2,255
-1,325
-37% -$355K 0.08% 172
2024
Q1 		$1.08M Sell
3,580
-1,766
-33% -$510K 0.15% 113
2023
Q4 		$1.41M Sell
5,346
-1,045
-16% -$237K 0.2% 88
2023
Q3 		$1.3M Buy
6,391
+49
+0.8% +$10.6K 0.2% 81
2023
Q2 		$1.34M Sell
6,342
-59
-0.9% -$12K 0.2% 81
2023
Q1 		$1.28M Buy
6,401
+191
+3% +$32.3K 0.2% 77
2022
Q4 		$823K Sell
6,210
-1,217
-16% -$178K 0.14% 111
2022
Q3 		$1.07M Buy
7,427
+1,051
+16% +$178K 0.2% 72
2022
Q2 		$1.05M Buy
6,376
+1,427
+29% +$252K 0.19% 83
2022
Q1 		$1.05M Buy
4,949
+1,981
+67% +$426K 0.19% 84
2021
Q4 		$754K Sell
2,968
-788
-21% -$221K 0.14% 113
2021
Q3 		$1.02M Buy
3,756
+82
+2% +$20.8K 0.21% 81
2021
Q2 		$897K Buy
3,674
+895
+32% +$206K 0.19% 91
2021
Q1 		$589K Buy
2,779
+1,041
+60% +$232K 0.14% 118
2020
Q4 		$387K Buy
+1,738
New +$423K 0.09% 158

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

L.J. Altfest & Co's CRM Position: Q2 2025 in Review

L.J. Altfest & Co sold out of Salesforce (CRM) in Q2 2025, closing a stake of 860 shares — an estimated $231K sold.

L.J. Altfest & Co first reported a position in CRM in Q4 2020 and held it in 18 quarters. The position peaked at $1.41M in Q4 2023. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • L.J. Altfest & Co reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 860 Salesforce shares in Q2 2025, an estimated $231K.
  • L.J. Altfest & Co first reported a position in Salesforce in Q4 2020 and held it in 18 quarters.
  • L.J. Altfest & Co's Salesforce position peaked at $1.41M in Q4 2023.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on L.J. Altfest & Co's 13F filing for Q2 2025, filed 8 Aug 2025.