Lazard Asset Management’s Salesforce CRM Stock Holding History

Lazard Asset 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
2026 Q1	$219M	Sell	1,172,071 -171,020	-13%	-$35.4M	0.36%	69
2025 Q4	$356M	Sell	1,343,091 -336,095	-20%	-$83.5M	0.6%	35
2025 Q3	$398M	Buy	1,679,186 +362,459	+28%	+$91.4M	0.54%	51
2025 Q2	$359M	Buy	1,316,727 +54,124	+4%	+$14.5M	0.49%	49
2025 Q1	$339M	Buy	1,262,603 +622,441	+97%	+$194M	0.52%	52
2024 Q4	$214M	Sell	640,162 -28,694	-4%	-$9.16M	0.31%	71
2024 Q3	$183M	Sell	668,856 -819,014	-55%	-$210M	0.24%	85
2024 Q2	$383M	Buy	1,487,870 +200,706	+16%	+$53.7M	0.48%	50
2024 Q1	$388M	Sell	1,287,164 -441,345	-26%	-$127M	0.47%	55
2023 Q4	$455M	Sell	1,728,509 -236,669	-12%	-$53.6M	0.58%	47
2023 Q3	$398M	Sell	1,965,178 -471,901	-19%	-$102M	0.54%	47
2023 Q2	$515M	Sell	2,437,079 -848,325	-26%	-$173M	0.63%	42
2023 Q1	$656M	Sell	3,285,404 -174,410	-5%	-$29.5M	0.86%	26
2022 Q4	$459M	Buy	3,459,814 +588,794	+21%	+$85.9M	0.63%	41
2022 Q3	$413M	Buy	2,871,020 +113,923	+4%	+$19.3M	0.6%	40
2022 Q2	$455M	Buy	2,757,097 +654,168	+31%	+$116M	0.62%	42
2022 Q1	$446M	Sell	2,102,929 -56,433	-3%	-$12.1M	0.52%	46
2021 Q4	$549M	Sell	2,159,362 -12,763	-0.6%	-$3.59M	0.58%	41
2021 Q3	$589M	Buy	2,172,125 +131,226	+6%	+$33.3M	0.66%	38
2021 Q2	$499M	Buy	2,040,899 +769,529	+61%	+$177M	0.56%	47
2021 Q1	$269M	Buy	1,271,370 +174,429	+16%	+$38.8M	0.33%	77
2020 Q4	$244M	Buy	1,096,941 +85,328	+8%	+$20.8M	0.31%	83
2020 Q3	$254M	Sell	1,011,613 -15,517	-2%	-$3.4M	0.36%	70
2020 Q2	$192M	Buy	1,027,130 +93,344	+10%	+$15.7M	0.3%	78
2020 Q1	$134M	Buy	933,786 +929,782	+23,221%	+$159M	0.25%	86
2019 Q4	$650K	Buy	4,004 +498	+14%	+$78.1K	﹤0.01%	788
2019 Q3	$519K	Buy	3,506 +1,156	+49%	+$176K	﹤0.01%	823
2019 Q2	$355K	Buy	2,350 +1,990	+553%	+$312K	﹤0.01%	974
2019 Q1	$57K	Hold	360	–	–	﹤0.01%	1054
2018 Q4	$49K	Hold	360	–	–	﹤0.01%	936
2018 Q3	$57K	Buy	360 +10	+3%	+$1.48K	﹤0.01%	946
2018 Q2	$47K	Hold	350	–	–	﹤0.01%	941
2018 Q1	$40K	Hold	350	–	–	﹤0.01%	931
2017 Q4	$35K	Hold	350	–	–	﹤0.01%	954
2017 Q3	$32K	Sell	350 -17	-5%	-$1.56K	﹤0.01%	862
2017 Q2	$31K	Hold	367	–	–	﹤0.01%	857
2017 Q1	$30K	Buy	367 +350	+2,059%	+$28K	﹤0.01%	888
2016 Q4	$1K	Hold	17	–	–	﹤0.01%	977
2016 Q3	$1K	Hold	17	–	–	﹤0.01%	971
2016 Q2	$1K	Sell	17 -146,090	-100%	-$11.5M	﹤0.01%	1017
2016 Q1	$10.8M	Buy	146,107 +146,090	+859,353%	+$10.1M	0.02%	361
2015 Q4	$1K	Buy	+17	New	+$1.33K	﹤0.01%	1072
2015 Q1	–	Sell	-2,690	Closed	-$159K	–	1133
2014 Q4	$159K	Sell	2,690 -14,295	-84%	-$843K	﹤0.01%	933
2014 Q3	$976K	Buy	16,985 +5,169	+44%	+$291K	﹤0.01%	684
2014 Q2	$685K	Buy	+11,816	New	+$638K	﹤0.01%	753
2013 Q3	–	Sell	-15	Closed	–	–	968
2013 Q2	$0	Buy	+15	New	+$619	﹤0.01%	1037

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Lazard Asset Management's CRM Position: Q1 2026 in Review

Lazard Asset Management reduced its Salesforce (CRM) stake by 13% in Q1 2026, selling an estimated $35.4M and leaving 1,172,071 shares worth $219M. The position accounts for 0.36% of the portfolio, ranked #69.

Lazard Asset Management first reported a position in CRM in Q2 2013 and has held it in 46 quarters since. The position peaked at $656M in Q1 2023. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Lazard Asset Management held 1,172,071 shares of Salesforce worth $219M as of Q1 2026.
Lazard Asset Management sold 171,020 Salesforce shares in Q1 2026, an estimated $35.4M.
Salesforce made up 0.36% of Lazard Asset Management's portfolio in Q1 2026, its #69 holding.
Lazard Asset Management first reported a position in Salesforce in Q2 2013 and has held it in 46 quarters since.
Lazard Asset Management's Salesforce position peaked at $656M in Q1 2023.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.