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Lebenthal Global Advisors’s Salesforce CRM Stock Holding History

Lebenthal Global 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
2025
Q3 		– Sell
-3,948
Closed -$1.08M – 198
2025
Q2 		$1.08M Sell
3,948
-258
-6% -$69K 0.2% 75
2025
Q1 		$1.13M Sell
4,206
-695
-14% -$216K 0.21% 67
2024
Q4 		$1.64M Buy
4,901
+403
+9% +$129K 0.3% 51
2024
Q3 		$1.23M Buy
4,498
+361
+9% +$92.5K 0.25% 57
2024
Q2 		$1.06M Buy
4,137
+160
+4% +$42.8K 0.23% 59
2024
Q1 		$1.2M Buy
3,977
+423
+12% +$122K 0.27% 43
2023
Q4 		$935K Buy
+3,554
New +$804K 0.22% 58
2023
Q1 		– Sell
-1,644
Closed -$218K – 119
2022
Q4 		$218K Buy
1,644
+40
+2% +$5.84K 0.07% 123
2022
Q3 		$230K Sell
1,604
-157
-9% -$26.6K 0.11% 105
2022
Q2 		$290K Buy
1,761
+345
+24% +$61K 0.14% 102
2022
Q1 		$300K Buy
1,416
+108
+8% +$23.2K 0.13% 116
2021
Q4 		$332K Buy
+1,308
New +$368K 0.13% 119
2021
Q1 		– Sell
-130
Closed -$28K – 211
2020
Q4 		$28K Buy
+130
New +$31.6K 0.02% 342

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lebenthal Global Advisors's CRM Position: Q3 2025 in Review

Lebenthal Global Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 3,948 shares — an estimated $1.08M sold.

Lebenthal Global Advisors first reported a position in CRM in Q4 2020 and held it in 13 quarters. The position peaked at $1.64M in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Lebenthal Global Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Lebenthal Global Advisors sold 3,948 Salesforce shares in Q3 2025, an estimated $1.08M.
  • Lebenthal Global Advisors first reported a position in Salesforce in Q4 2020 and held it in 13 quarters.
  • Lebenthal Global Advisors's Salesforce position peaked at $1.64M in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Lebenthal Global Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.