Lavaca Capital’s Salesforce CRM Stock Holding History

Lavaca Capital’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	$885K	Buy	+5,647	New	+$993K	0.09%	63
2023 Q2	–	Sell	-5,000	Closed	-$840K	–	156
2023 Q1	$840K	Hold	5,000	–	–	0.18%	96
2022 Q4	$813K	Sell	5,000 -5,100	-50%	-$744K	0.25%	81
2022 Q3	$1.86M	Sell	10,100 -460	-4%	-$78K	0.67%	32
2022 Q2	$1.86M	Sell	10,560 -9,264	-47%	-$1.64M	0.28%	37
2022 Q1	$4.21M	Buy	+19,824	New	+$4.27M	0.45%	24
2020 Q4	–	Sell	-862	Closed	-$217K	–	111
2020 Q3	$217K	Buy	+862	New	+$189K	0.03%	100

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lavaca Capital's CRM Position: Q2 2026 in Review

Lavaca Capital opened a new position in Salesforce (CRM) in Q2 2026: 5,647 shares worth $885K. The stake represents 0.09% of the portfolio and ranks #63 among its holdings. This is a return to the name: Lavaca Capital previously reported a position in CRM as recently as Q1 2023.

Lavaca Capital first reported a position in CRM in Q3 2020 and has held it in 7 quarters since. The position peaked at $4.21M in Q1 2022. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Lavaca Capital held 5,647 shares of Salesforce worth $885K as of Q2 2026.
Salesforce was a new Lavaca Capital position in Q2 2026.
Salesforce made up 0.09% of Lavaca Capital's portfolio in Q2 2026, its #63 holding.
Lavaca Capital first reported a position in Salesforce in Q3 2020 and has held it in 7 quarters since.
Lavaca Capital's Salesforce position peaked at $4.21M in Q1 2022.
2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.