Lavelle Capital’s Salesforce CRM Stock Holding History

Lavelle 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	$1.07M	Buy	6,823 +1,392	+26%	+$245K	0.46%	35
2026 Q1	$1.01M	Buy	+5,431	New	+$1.13M	0.63%	34

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 $3.38T AUM 44.17% 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

Lavelle Capital's CRM Position: Q2 2026 in Review

Lavelle Capital increased its Salesforce (CRM) stake by 26% in Q2 2026, buying an estimated $245K and bringing the position to 6,823 shares worth $1.07M. The position accounts for 0.46% of the portfolio, ranked #35.

Lavelle Capital first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Lavelle Capital held 6,823 shares of Salesforce worth $1.07M as of Q2 2026.
Lavelle Capital bought 1,392 Salesforce shares in Q2 2026, an estimated $245K.
Salesforce made up 0.46% of Lavelle Capital's portfolio in Q2 2026, its #35 holding.
Lavelle Capital first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Lavelle Capital's 13F filing for Q2 2026, filed 22 Jul 2026.