LMKC
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L.M. Kohn & Company’s Salesforce CRM Stock Holding History

L.M. Kohn & Company’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
Q3 		– Sell
-8,531
Closed -$2.33M – 163
2025
Q2 		$2.33M Sell
8,531
-458
-5% -$122K 0.63% 26
2025
Q1 		$2.41M Buy
8,989
+626
+7% +$195K 0.63% 28
2024
Q4 		$2.8M Buy
8,363
+15
+0.2% +$4.79K 0.72% 24
2024
Q3 		$2.28M Sell
8,348
-17
-0.2% -$4.35K 0.58% 33
2024
Q2 		$2.15M Sell
8,365
-361
-4% -$96.6K 0.58% 28
2024
Q1 		$2.63M Buy
8,726
+99
+1% +$28.6K 0.74% 22
2023
Q4 		$2.27M Sell
8,627
-25
-0.3% -$5.66K 0.72% 20
2023
Q3 		$1.75M Buy
8,652
+20
+0.2% +$4.32K 0.64% 25
2023
Q2 		$1.82M Buy
8,632
+30
+0.3% +$6.12K 0.69% 26
2023
Q1 		$1.72M Sell
8,602
-72
-0.8% -$12.2K 0.71% 23
2022
Q4 		$1.15M Sell
8,674
-993
-10% -$145K 0.54% 45
2022
Q3 		$1.39M Sell
9,667
-112
-1% -$19K 0.68% 32
2022
Q2 		$1.61M Sell
9,779
-120
-1% -$21.2K 0.75% 28
2022
Q1 		$2.1M Buy
+9,899
New +$2.13M 0.81% 24

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

L.M. Kohn & Company's CRM Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Salesforce (CRM) in Q3 2025, closing a stake of 8,531 shares — an estimated $2.33M sold.

L.M. Kohn & Company first reported a position in CRM in Q1 2022 and held it in 14 quarters. The position peaked at $2.8M in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 8,531 Salesforce shares in Q3 2025, an estimated $2.33M.
  • L.M. Kohn & Company first reported a position in Salesforce in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's Salesforce position peaked at $2.8M in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.