LeConte Wealth Management
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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
Q3 		$208K Buy
+906
New +$187K 0.11% 175
2026
Q2 		– Sell
-1,279
Closed -$239K – 183
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LeConte Wealth Management's CRM Position: Q3 2026 in Review

LeConte Wealth Management opened a new position in Salesforce (CRM) in Q3 2026: 906 shares worth $208K. The stake represents 0.11% of the portfolio and ranks #175 among its holdings. This is a return to the name: LeConte Wealth Management previously reported a position in CRM as recently as Q1 2026.

LeConte Wealth Management first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $239K in Q1 2026. 1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • LeConte Wealth Management held 906 shares of Salesforce worth $208K as of Q3 2026.
  • Salesforce was a new LeConte Wealth Management position in Q3 2026.
  • Salesforce made up 0.11% of LeConte Wealth Management's portfolio in Q3 2026, its #175 holding.
  • LeConte Wealth Management first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • LeConte Wealth Management's Salesforce position peaked at $239K in Q1 2026.
  • 1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.