Lazari Capital Management’s Salesforce CRM Stock Holding History

Lazari Capital 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 Q2	$738K	Sell	4,709 -261	-5%	-$45.9K	0.23%	78
2026 Q1	$928K	Sell	4,970 -202	-4%	-$41.9K	0.32%	56
2025 Q4	$1.37M	Sell	5,172 -247	-5%	-$61.4K	0.46%	39
2025 Q3	$1.28M	Sell	5,419 -45	-0.8%	-$11.3K	0.43%	42
2025 Q2	$1.49M	Sell	5,464 -159	-3%	-$42.5K	0.56%	35
2025 Q1	$1.51M	Buy	5,623 +117	+2%	+$36.4K	0.62%	32
2024 Q4	$1.84M	Buy	5,506 +63	+1%	+$20.1K	0.73%	29
2024 Q3	$1.49M	Sell	5,443 -234	-4%	-$59.9K	0.64%	31
2024 Q2	$1.46M	Buy	5,677 +242	+4%	+$64.8K	0.66%	32
2024 Q1	$1.64M	Sell	5,435 -311	-5%	-$89.7K	0.89%	20
2023 Q4	$1.51M	Sell	5,746 -2,336	-29%	-$529K	0.87%	21
2023 Q3	$1.64M	Sell	8,082 -141	-2%	-$30.5K	0.98%	19
2023 Q2	$1.74M	Buy	+8,223	New	+$1.68M	0.98%	22

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Lazari Capital Management's CRM Position: Q2 2026 in Review

Lazari Capital Management reduced its Salesforce (CRM) stake by 5.3% in Q2 2026, selling an estimated $45.9K and leaving 4,709 shares worth $738K. The position accounts for 0.23% of the portfolio, ranked #78.

Lazari Capital Management first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.84M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Lazari Capital Management held 4,709 shares of Salesforce worth $738K as of Q2 2026.
Lazari Capital Management sold 261 Salesforce shares in Q2 2026, an estimated $45.9K.
Salesforce made up 0.23% of Lazari Capital Management's portfolio in Q2 2026, its #78 holding.
Lazari Capital Management first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's Salesforce position peaked at $1.84M in Q4 2024.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.