LWM
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Laidlaw Wealth Management’s Salesforce CRM Stock Holding History

Laidlaw Wealth 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
2025
Q2 		– Sell
-781
Closed -$210K – 55
2025
Q1 		$210K Sell
781
-3,622
-82% -$1.13M 0.62% 46
2024
Q4 		$1.47M Buy
4,403
+2,101
+91% +$671K 0.64% 40
2024
Q3 		$630K Sell
2,302
-8
-0.3% -$2.05K 0.31% 91
2024
Q2 		$594K Buy
2,310
+106
+5% +$28.4K 0.33% 85
2024
Q1 		$664K Sell
2,204
-2,961
-57% -$854K 0.37% 81
2023
Q4 		$1.36M Sell
5,165
-238
-4% -$53.9K 0.49% 59
2023
Q3 		$1.1M Sell
5,403
-113
-2% -$24.4K 0.36% 83
2023
Q2 		$1.17M Sell
5,516
-1,478
-21% -$302K 0.23% 106
2023
Q1 		$1.4M Sell
6,994
-630
-8% -$106K 0.29% 95
2022
Q4 		$1.01M Buy
7,624
+1,788
+31% +$261K 0.22% 119
2022
Q3 		$839K Sell
5,836
-1,856
-24% -$315K 0.2% 125
2022
Q2 		$1.27M Sell
7,692
-1,003
-12% -$177K 0.26% 106
2022
Q1 		$1.85M Buy
8,695
+1,325
+18% +$285K 0.31% 89
2021
Q4 		$1.87M Buy
7,370
+163
+2% +$45.8K 0.3% 90
2021
Q3 		$1.96M Buy
7,207
+235
+3% +$59.7K 0.5% 53
2021
Q2 		$1.7M Sell
6,972
-206
-3% -$47.5K 0.44% 65
2021
Q1 		$1.52M Buy
7,178
+72
+1% +$16K 0.52% 56
2020
Q4 		$1.58M Buy
7,106
+2,923
+70% +$711K 0.33% 81
2020
Q3 		$1.05M Buy
4,183
+126
+3% +$27.6K 0.47% 69
2020
Q2 		$760K Buy
4,057
+404
+11% +$68.1K 0.4% 72
2020
Q1 		$526K Sell
3,653
-197
-5% -$33.8K 0.34% 86
2019
Q4 		$626K Buy
+3,850
New +$604K 0.4% 80

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

Laidlaw Wealth Management's CRM Position: Q2 2025 in Review

Laidlaw Wealth Management sold out of Salesforce (CRM) in Q2 2025, closing a stake of 781 shares — an estimated $210K sold.

Laidlaw Wealth Management first reported a position in CRM in Q4 2019 and held it in 22 quarters. The position peaked at $1.96M in Q3 2021. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Laidlaw Wealth Management reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 781 Salesforce shares in Q2 2025, an estimated $210K.
  • Laidlaw Wealth Management first reported a position in Salesforce in Q4 2019 and held it in 22 quarters.
  • Laidlaw Wealth Management's Salesforce position peaked at $1.96M in Q3 2021.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Laidlaw Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.