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Lederer & Associates Investment Counsel’s Salesforce CRM Stock Holding History

Lederer & Associates Investment Counsel’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 		– Sell
-3,113
Closed -$825K – 84
2025
Q4 		$825K Sell
3,113
-520
-14% -$129K 0.55% 59
2025
Q3 		$861K Hold
3,633
– – 0.56% 56
2025
Q2 		$991K Buy
+3,633
New +$971K 0.66% 53

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lederer & Associates Investment Counsel's CRM Position: Q1 2026 in Review

Lederer & Associates Investment Counsel sold out of Salesforce (CRM) in Q1 2026, closing a stake of 3,113 shares — an estimated $825K sold.

Lederer & Associates Investment Counsel first reported a position in CRM in Q2 2025 and held it in 3 quarters. The position peaked at $991K in Q2 2025. 2,677 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Lederer & Associates Investment Counsel reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 3,113 Salesforce shares in Q1 2026, an estimated $825K.
  • Lederer & Associates Investment Counsel first reported a position in Salesforce in Q2 2025 and held it in 3 quarters.
  • Lederer & Associates Investment Counsel's Salesforce position peaked at $991K in Q2 2025.
  • 2,677 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q1 2026, filed 24 Apr 2026.