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L2 Asset Management’s Salesforce CRM Stock Holding History

L2 Asset Management’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 		$709K Sell
4,524
-388
-8% -$68.2K 0.07% 207
2026
Q1 		$917K Buy
4,912
+255
+5% +$52.8K 0.09% 163
2025
Q4 		$1.23M Buy
4,657
+298
+7% +$74.1K 0.16% 113
2025
Q3 		$1.03M Buy
4,359
+189
+5% +$47.7K 0.15% 128
2025
Q2 		$1.14M Buy
4,170
+179
+4% +$47.9K 0.19% 104
2025
Q1 		$1.07M Buy
3,991
+483
+14% +$150K 0.22% 92
2024
Q4 		$1.17M Sell
3,508
-240
-6% -$76.6K 0.25% 85
2024
Q3 		$1.03M Buy
3,748
+126
+3% +$32.3K 0.28% 71
2024
Q2 		$931K Buy
3,622
+358
+11% +$95.8K 0.28% 77
2024
Q1 		$983K Buy
3,264
+196
+6% +$56.6K 0.32% 77
2023
Q4 		$807K Buy
3,068
+2,802
+1,053% +$634K 0.33% 73
2023
Q3 		$564K Sell
266
-2,233
-89% -$482K 0.27% 85
2023
Q2 		$528K Buy
2,499
+198
+9% +$40.4K 0.26% 83
2023
Q1 		$460K Buy
2,301
+99
+4% +$16.7K 0.25% 80
2022
Q4 		$292K Buy
2,202
+284
+15% +$41.4K 0.18% 105
2022
Q3 		$276K Buy
1,918
+238
+14% +$40.4K 0.19% 98
2022
Q2 		$277K Buy
1,680
+59
+4% +$10.4K 0.2% 100
2022
Q1 		$344K Buy
1,621
+261
+19% +$56.2K 0.2% 103
2021
Q4 		$346K Buy
+1,360
New +$382K 0.24% 87

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

L2 Asset Management's CRM Position: Q2 2026 in Review

L2 Asset Management reduced its Salesforce (CRM) stake by 7.9% in Q2 2026, selling an estimated $68.2K and leaving 4,524 shares worth $709K. The position accounts for 0.07% of the portfolio, ranked #207.

L2 Asset Management first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.23M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • L2 Asset Management held 4,524 shares of Salesforce worth $709K as of Q2 2026.
  • L2 Asset Management sold 388 Salesforce shares in Q2 2026, an estimated $68.2K.
  • Salesforce made up 0.07% of L2 Asset Management's portfolio in Q2 2026, its #207 holding.
  • L2 Asset Management first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • L2 Asset Management's Salesforce position peaked at $1.23M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.