LBMC Investment Advisors’s Salesforce CRM Stock Holding History

LBMC Investment Advisors’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	–	Sell	-1,028	Closed	-$272K	–	231
2025 Q4	$272K	Hold	1,028	–	–	0.02%	198
2025 Q3	$244K	Sell	1,028 -38	-4%	-$9.58K	0.02%	212
2025 Q2	$291K	Hold	1,066	–	–	0.02%	176
2025 Q1	$286K	Sell	1,066 -500	-32%	-$156K	0.02%	165
2024 Q4	$524K	Sell	1,566 -80	-5%	-$25.5K	0.04%	113
2024 Q3	$451K	Hold	1,646	–	–	0.04%	118
2024 Q2	$423K	Buy	+1,646	New	+$440K	0.04%	115
2022 Q2	–	Sell	-1,030	Closed	-$219K	–	150
2022 Q1	$219K	Buy	1,030 +9	+0.9%	+$1.94K	0.02%	149
2021 Q4	$259K	Sell	1,021 -28,505	-97%	-$8.01M	0.02%	144
2021 Q3	$277K	Buy	29,526 +27,579	+1,416%	+$7M	0.03%	131
2021 Q2	$476K	Buy	1,947 +51	+3%	+$11.8K	0.05%	93
2021 Q1	$402K	Hold	1,896	–	–	0.04%	92
2020 Q4	$422K	Buy	1,896 +25	+1%	+$6.08K	0.05%	81
2020 Q3	$470K	Buy	+1,871	New	+$410K	0.07%	67
2020 Q2	–	Sell	-2,105	Closed	-$303K	–	105
2020 Q1	$303K	Buy	+2,105	New	+$361K	0.06%	69

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

LBMC Investment Advisors's CRM Position: Q1 2026 in Review

LBMC Investment Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,028 shares — an estimated $272K sold.

LBMC Investment Advisors first reported a position in CRM in Q1 2020 and held it in 15 quarters. The position peaked at $524K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

LBMC Investment Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
LBMC Investment Advisors sold 1,028 Salesforce shares in Q1 2026, an estimated $272K.
LBMC Investment Advisors first reported a position in Salesforce in Q1 2020 and held it in 15 quarters.
LBMC Investment Advisors's Salesforce position peaked at $524K in Q4 2024.
2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.