LECAP Asset Management’s Salesforce CRM Stock Holding History

LECAP Asset 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	$2.07M	Buy	+13,241	New	+$2.33M	0.89%	18
2025 Q4	–	Sell	-10,425	Closed	-$2.47M	–	304
2025 Q3	$2.47M	Buy	10,425 +4,975	+91%	+$1.25M	0.86%	17
2025 Q2	$1.49M	Sell	5,450 -228	-4%	-$61K	0.53%	58
2025 Q1	$1.52M	Sell	5,678 -2,878	-34%	-$895K	0.36%	128
2024 Q4	$2.86M	Buy	+8,556	New	+$2.73M	0.78%	27
2024 Q2	–	Sell	-2,053	Closed	-$618K	–	335
2024 Q1	$618K	Buy	+2,053	New	+$592K	0.13%	238

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LECAP Asset Management's CRM Position: Q2 2026 in Review

LECAP Asset Management opened a new position in Salesforce (CRM) in Q2 2026: 13,241 shares worth $2.07M. The stake represents 0.89% of the portfolio and ranks #18 among its holdings. This is a return to the name: LECAP Asset Management previously reported a position in CRM as recently as Q3 2025.

LECAP Asset Management first reported a position in CRM in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.86M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

LECAP Asset Management held 13,241 shares of Salesforce worth $2.07M as of Q2 2026.
Salesforce was a new LECAP Asset Management position in Q2 2026.
Salesforce made up 0.89% of LECAP Asset Management's portfolio in Q2 2026, its #18 holding.
LECAP Asset Management first reported a position in Salesforce in Q1 2024 and has held it in 6 quarters since.
LECAP Asset Management's Salesforce position peaked at $2.86M in Q4 2024.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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