LTI
CRM icon

Laffer Tengler Investments’s Salesforce CRM Stock Holding History

Laffer Tengler 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 		– Sell
-2,117
Closed -$395K – 184
2026
Q1 		$395K Sell
2,117
-13
-0.6% -$2.69K 0.06% 150
2025
Q4 		$564K Buy
2,130
+1,286
+152% +$320K 0.09% 115
2025
Q3 		$200K Sell
844
-1,286
-60% -$324K 0.03% 161
2025
Q2 		$581K Buy
2,130
+1,347
+172% +$360K 0.1% 117
2025
Q1 		$210K Hold
783
– – 0.04% 127
2024
Q4 		$262K Sell
783
-1,303
-62% -$416K 0.05% 122
2024
Q3 		$571K Sell
2,086
-53
-2% -$13.6K 0.12% 115
2024
Q2 		$550K Sell
2,139
-2,367
-53% -$633K 0.12% 112
2024
Q1 		$1.36M Sell
4,506
-1,692
-27% -$488K 0.35% 80
2023
Q4 		$1.63M Buy
6,198
+588
+10% +$133K 0.43% 78
2023
Q3 		$1.14M Sell
5,610
-1,219
-18% -$263K 0.33% 84
2023
Q2 		$1.44M Buy
6,829
+130
+2% +$26.5K 0.38% 84
2023
Q1 		$1.34M Sell
6,699
-4,280
-39% -$723K 0.36% 81
2022
Q4 		$1.46M Buy
10,979
+1,121
+11% +$164K 0.42% 77
2022
Q3 		$1.42M Sell
9,858
-456
-4% -$77.3K 0.52% 75
2022
Q2 		$1.7M Buy
10,314
+1,426
+16% +$252K 0.6% 70
2022
Q1 		$1.89M Buy
8,888
+167
+2% +$35.9K 0.57% 72
2021
Q4 		$2.22M Buy
8,721
+220
+3% +$61.8K 0.64% 62
2021
Q3 		$2.31M Buy
8,501
+1,397
+20% +$355K 0.67% 54
2021
Q2 		$1.74M Sell
7,104
-124
-2% -$28.6K 0.65% 63
2021
Q1 		$1.53M Buy
7,228
+4,038
+127% +$899K 0.58% 66
2020
Q4 		$709K Buy
3,190
+878
+38% +$214K 0.3% 89
2020
Q3 		$581K Buy
2,312
+168
+8% +$36.8K 0.29% 84
2020
Q2 		$402K Buy
2,144
+1,266
+144% +$213K 0.23% 92
2020
Q1 		$126K Buy
878
+441
+101% +$75.6K 0.1% 114
2019
Q4 		$71.1K Buy
+437
New +$68.5K 0.05% 130

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Laffer Tengler Investments's CRM Position: Q2 2026 in Review

Laffer Tengler Investments sold out of Salesforce (CRM) in Q2 2026, closing a stake of 2,117 shares — an estimated $395K sold.

Laffer Tengler Investments first reported a position in CRM in Q4 2019 and held it in 26 quarters. The position peaked at $2.31M in Q3 2021. 896 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Laffer Tengler Investments reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Laffer Tengler Investments sold 2,117 Salesforce shares in Q2 2026, an estimated $395K.
  • Laffer Tengler Investments first reported a position in Salesforce in Q4 2019 and held it in 26 quarters.
  • Laffer Tengler Investments's Salesforce position peaked at $2.31M in Q3 2021.
  • 896 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.