LIM
CRM icon

Leavell Investment Management’s Salesforce CRM Stock Holding History

Leavell Investment 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 		– Sell
-1,965
Closed -$367K – 637
2026
Q1 		$367K Sell
1,965
-375
-16% -$77.7K 0.02% 472
2025
Q4 		$621K Buy
2,340
+139
+6% +$34.5K 0.03% 368
2025
Q3 		$522K Sell
2,201
-86
-4% -$21.7K 0.02% 403
2025
Q2 		$625K Sell
2,287
-607
-21% -$162K 0.03% 365
2025
Q1 		$777K Buy
2,894
+426
+17% +$132K 0.04% 310
2024
Q4 		$826K Buy
2,468
+650
+36% +$207K 0.04% 306
2024
Q3 		$498K Sell
1,818
-22
-1% -$5.63K 0.02% 380
2024
Q2 		$473K Buy
1,840
+930
+102% +$249K 0.03% 364
2024
Q1 		$274K Buy
+910
New +$263K 0.02% 433
2022
Q2 		– Sell
-1,482
Closed -$315K – 430
2022
Q1 		$315K Sell
1,482
-762
-34% -$164K 0.02% 359
2021
Q4 		$570K Buy
2,244
+430
+24% +$121K 0.04% 297
2021
Q3 		$492K Buy
1,814
+397
+28% +$101K 0.04% 288
2021
Q2 		$300K Hold
1,417
– – 0.02% 338
2021
Q1 		$300K Buy
+1,417
New +$315K 0.02% 338

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Leavell Investment Management's CRM Position: Q2 2026 in Review

Leavell Investment Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,965 shares — an estimated $367K sold.

Leavell Investment Management first reported a position in CRM in Q1 2021 and held it in 14 quarters. The position peaked at $826K in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Leavell Investment Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Leavell Investment Management sold 1,965 Salesforce shares in Q2 2026, an estimated $367K.
  • Leavell Investment Management first reported a position in Salesforce in Q1 2021 and held it in 14 quarters.
  • Leavell Investment Management's Salesforce position peaked at $826K in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.