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Lazard Frères Gestion’s Salesforce CRM Stock Holding History

Lazard Frères Gestion’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 		$1.54M Sell
9,840
-2,605
-21% -$458K 0.03% 71
2026
Q1 		$2.32M Sell
12,445
-23,409
-65% -$4.85M 0.05% 56
2025
Q4 		$9.5M Sell
35,854
-2,744
-7% -$682K 0.17% 49
2025
Q3 		$9.15M Sell
38,598
-2,312
-6% -$583K 0.17% 50
2025
Q2 		$11.2M Sell
40,910
-3,605
-8% -$964K 0.23% 50
2025
Q1 		$11.9M Buy
44,515
+25,215
+131% +$7.84M 0.29% 49
2024
Q4 		$6.45M Sell
19,300
-1,800
-9% -$574K 0.13% 49
2024
Q3 		$5.78M Sell
21,100
-3,187
-13% -$816K 0.12% 49
2024
Q2 		$6.24M Sell
24,287
-552
-2% -$148K 0.14% 47
2024
Q1 		$7.48M Buy
24,839
+3,607
+17% +$1.04M 0.19% 45
2023
Q4 		$5.59M Sell
21,232
-800
-4% -$181K 0.16% 44
2023
Q3 		$4.47M Buy
22,032
+1,923
+10% +$415K 0.14% 45
2023
Q2 		$4.25M Buy
20,109
+645
+3% +$132K 0.13% 45
2023
Q1 		$3.29M Sell
19,464
-405
-2% -$68.4K 0.12% 45
2022
Q4 		$2.63M Sell
19,869
-300
-1% -$43.8K 0.1% 45
2022
Q3 		$2.9M Hold
20,169
– – 0.11% 44
2022
Q2 		$3.33M Hold
20,169
– – 0.12% 44
2022
Q1 		$4.28M Sell
20,169
-1,200
-6% -$258K 0.13% 46
2021
Q4 		$5.43M Buy
21,369
+763
+4% +$214K 0.15% 42
2021
Q3 		$5.59M Buy
20,606
+19
+0.1% +$4.83K 0.16% 42
2021
Q2 		$4.24M Buy
20,587
+4,400
+27% +$1.01M 0.14% 44
2021
Q1 		$2.92M Hold
16,187
– – 0.1% 47
2020
Q4 		$3.61M Buy
+16,187
New +$3.94M 0.12% 45

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lazard Frères Gestion's CRM Position: Q2 2026 in Review

Lazard Frères Gestion reduced its Salesforce (CRM) stake by 21% in Q2 2026, selling an estimated $458K and leaving 9,840 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #71.

Lazard Frères Gestion first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.9M in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Lazard Frères Gestion held 9,840 shares of Salesforce worth $1.54M as of Q2 2026.
  • Lazard Frères Gestion sold 2,605 Salesforce shares in Q2 2026, an estimated $458K.
  • Salesforce made up 0.03% of Lazard Frères Gestion's portfolio in Q2 2026, its #71 holding.
  • Lazard Frères Gestion first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Lazard Frères Gestion's Salesforce position peaked at $11.9M in Q1 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Lazard Frères Gestion's 13F filing for Q2 2026, filed 6 Aug 2026.