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Lafayette Investments’s Salesforce CRM Stock Holding History

Lafayette Investments’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 		$2.36M Buy
15,090
+2,554
+20% +$449K 0.44% 54
2026
Q1 		$2.34M Buy
12,536
+10,658
+568% +$2.21M 0.47% 53
2025
Q4 		$498K Buy
1,878
+217
+13% +$53.9K 0.09% 102
2025
Q3 		$394K Buy
+1,661
New +$419K 0.08% 111

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

Lafayette Investments's CRM Position: Q2 2026 in Review

Lafayette Investments increased its Salesforce (CRM) stake by 20% in Q2 2026, buying an estimated $449K and bringing the position to 15,090 shares worth $2.36M. The position accounts for 0.44% of the portfolio, ranked #54.

Lafayette Investments first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Lafayette Investments held 15,090 shares of Salesforce worth $2.36M as of Q2 2026.
  • Lafayette Investments bought 2,554 Salesforce shares in Q2 2026, an estimated $449K.
  • Salesforce made up 0.44% of Lafayette Investments's portfolio in Q2 2026, its #54 holding.
  • Lafayette Investments first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.