Laurie J. Hall Trustee’s Salesforce CRM Stock Holding History

Laurie J. Hall Trustee’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	-13,961	Closed	-$2.61M	–	104
2026 Q1	$2.61M	Buy	13,961 +395	+3%	+$81.8K	0.92%	35
2025 Q4	$3.59M	Buy	13,566 +1,695	+14%	+$421K	1.19%	27
2025 Q3	$2.81M	Buy	11,871 +3,426	+41%	+$864K	0.92%	37
2025 Q2	$2.3M	Buy	+8,445	New	+$2.26M	0.76%	39
2025 Q1	–	Sell	-505	Closed	-$169K	–	136
2024 Q4	$169K	Hold	505	–	–	0.06%	128
2024 Q3	$139K	Hold	505	–	–	0.04%	142
2024 Q2	$130K	Hold	505	–	–	0.05%	132
2024 Q1	$152K	Sell	505 -35	-6%	-$10.1K	0.05%	124
2023 Q4	$142K	Buy	540 +25	+5%	+$5.66K	0.05%	124
2023 Q3	$104K	Sell	515 -30	-6%	-$6.48K	0.04%	133
2023 Q2	$115K	Hold	545	–	–	0.05%	131
2023 Q1	$109K	Buy	545 +180	+49%	+$30.4K	0.05%	131
2022 Q4	$48K	Hold	365	–	–	0.02%	169
2022 Q3	$53K	Hold	365	–	–	0.03%	159
2022 Q2	$60K	Hold	365	–	–	0.03%	162
2022 Q1	$77K	Sell	365 -50	-12%	-$10.8K	0.03%	156
2021 Q4	$105K	Hold	415	–	–	0.04%	146
2021 Q3	$113K	Hold	415	–	–	0.04%	142
2021 Q2	$101K	Hold	415	–	–	0.04%	147
2021 Q1	$88K	Hold	415	–	–	0.03%	161
2020 Q4	$92K	Hold	415	–	–	0.04%	156
2020 Q3	$104K	Buy	+415	New	+$90.8K	0.05%	135
2019 Q4	$46K	Hold	285	–	–	0.02%	189
2019 Q3	$42K	Buy	285 +55	+24%	+$8.36K	0.02%	187
2019 Q2	$35K	Hold	230	–	–	0.02%	198
2019 Q1	$36K	Sell	230 -20	-8%	-$3.1K	0.02%	195
2018 Q4	$41K	Hold	250	–	–	0.02%	180
2018 Q3	$40K	Hold	250	–	–	0.02%	201
2018 Q2	$34K	Hold	250	–	–	0.02%	204
2018 Q1	$29K	Hold	250	–	–	0.02%	211
2017 Q4	$26K	Buy	250 +200	+400%	+$20.4K	0.01%	227
2017 Q3	$4.67K	Hold	50	–	–	﹤0.01%	281
2017 Q2	$4.33K	Hold	50	–	–	﹤0.01%	283
2017 Q1	$4.27K	Hold	50	–	–	﹤0.01%	283
2016 Q4	$4K	Buy	+50	New	+$3.63K	﹤0.01%	283
2016 Q2	$4K	Hold	50	–	–	﹤0.01%	277
2016 Q1	$4K	Hold	50	–	–	﹤0.01%	249
2015 Q4	$3K	Buy	+50	New	+$3.9K	﹤0.01%	199

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Laurie J. Hall Trustee's CRM Position: Q2 2026 in Review

Laurie J. Hall Trustee sold out of Salesforce (CRM) in Q2 2026, closing a stake of 13,961 shares — an estimated $2.61M sold.

Laurie J. Hall Trustee first reported a position in CRM in Q4 2015 and held it in 38 quarters. The position peaked at $3.59M in Q4 2025. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Laurie J. Hall Trustee reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Laurie J. Hall Trustee sold 13,961 Salesforce shares in Q2 2026, an estimated $2.61M.
Laurie J. Hall Trustee first reported a position in Salesforce in Q4 2015 and held it in 38 quarters.
Laurie J. Hall Trustee's Salesforce position peaked at $3.59M in Q4 2025.
401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.