LCM
CRM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

LCM Capital Management's CRM Position: Q1 2026 in Review

LCM Capital Management increased its Salesforce (CRM) stake by 1.3% in Q1 2026, buying an estimated $10.4K and bringing the position to 3,875 shares worth $723K. The position accounts for 0.36% of the portfolio, ranked #42.

LCM Capital Management first reported a position in CRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.36M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • LCM Capital Management held 3,875 shares of Salesforce worth $723K as of Q1 2026.
  • LCM Capital Management bought 50 Salesforce shares in Q1 2026, an estimated $10.4K.
  • Salesforce made up 0.36% of LCM Capital Management's portfolio in Q1 2026, its #42 holding.
  • LCM Capital Management first reported a position in Salesforce in Q4 2020 and has held it in 22 quarters since.
  • LCM Capital Management's Salesforce position peaked at $1.36M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.