LWM
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LeConte Wealth Management’s Salesforce CRM Stock Holding History

LeConte Wealth 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 		$239K Buy
1,279
+445
+53% +$92.2K 0.15% 117
2025
Q4 		$221K Buy
+834
New +$207K 0.14% 122

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

LeConte Wealth Management's CRM Position: Q1 2026 in Review

LeConte Wealth Management increased its Salesforce (CRM) stake by 53% in Q1 2026, buying an estimated $92.2K and bringing the position to 1,279 shares worth $239K. The position accounts for 0.15% of the portfolio, ranked #117.

LeConte Wealth Management first reported a position in CRM in Q4 2025 and has held it in 2 quarters since. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • LeConte Wealth Management held 1,279 shares of Salesforce worth $239K as of Q1 2026.
  • LeConte Wealth Management bought 445 Salesforce shares in Q1 2026, an estimated $92.2K.
  • Salesforce made up 0.15% of LeConte Wealth Management's portfolio in Q1 2026, its #117 holding.
  • LeConte Wealth Management first reported a position in Salesforce in Q4 2025 and has held it in 2 quarters since.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.