LCM
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LCM Capital Management’s Salesforce CRM Stock Holding History

LCM 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 		$619K Buy
3,948
+73
+2% +$12.8K 0.27% 50
2026
Q1 		$723K Buy
3,875
+50
+1% +$10.4K 0.36% 42
2025
Q4 		$1.01M Sell
3,825
-257
-6% -$63.9K 0.49% 35
2025
Q3 		$967K Sell
4,082
-101
-2% -$25.5K 0.46% 36
2025
Q2 		$1.14M Buy
4,183
+19
+0.5% +$5.08K 0.59% 30
2025
Q1 		$1.12M Buy
4,164
+102
+3% +$31.7K 0.66% 29
2024
Q4 		$1.36M Buy
4,062
+116
+3% +$37K 0.77% 22
2024
Q3 		$1.08M Buy
3,946
+74
+2% +$19K 0.62% 32
2024
Q2 		$995K Buy
3,872
+75
+2% +$20.1K 0.62% 30
2024
Q1 		$1.14M Sell
3,797
-4
-0.1% -$1.15K 0.74% 26
2023
Q4 		$1M Buy
3,801
+12
+0.3% +$2.72K 0.72% 25
2023
Q3 		$768K Buy
3,789
+210
+6% +$45.4K 0.63% 29
2023
Q2 		$756K Buy
3,579
+44
+1% +$8.98K 0.61% 32
2023
Q1 		$706K Buy
3,535
+148
+4% +$25K 0.62% 32
2022
Q4 		$449K Buy
3,387
+91
+3% +$13.3K 0.44% 40
2022
Q3 		$474K Sell
3,296
-9
-0.3% -$1.53K 0.5% 38
2022
Q2 		$545K Buy
3,305
+79
+2% +$14K 0.54% 36
2022
Q1 		$685K Buy
3,226
+42
+1% +$9.04K 0.55% 34
2021
Q4 		$809K Buy
3,184
+143
+5% +$40.2K 0.63% 31
2021
Q3 		$825K Sell
3,041
-24
-0.8% -$6.09K 0.7% 23
2021
Q2 		$749K Buy
3,065
+63
+2% +$14.5K 0.62% 31
2021
Q1 		$636K Sell
3,002
-122
-4% -$27.2K 0.57% 36
2020
Q4 		$699K Buy
+3,124
New +$760K 0.67% 26

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

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

LCM Capital Management increased its Salesforce (CRM) stake by 1.9% in Q2 2026, buying an estimated $12.8K and bringing the position to 3,948 shares worth $619K. The position accounts for 0.27% of the portfolio, ranked #50.

LCM Capital Management first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.36M in Q4 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • LCM Capital Management held 3,948 shares of Salesforce worth $619K as of Q2 2026.
  • LCM Capital Management bought 73 Salesforce shares in Q2 2026, an estimated $12.8K.
  • Salesforce made up 0.27% of LCM Capital Management's portfolio in Q2 2026, its #50 holding.
  • LCM Capital Management first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • LCM Capital Management's Salesforce position peaked at $1.36M in Q4 2024.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on LCM Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.