Lee, Danner & Bass’s Salesforce CRM Stock Holding History

Lee, Danner & Bass’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	$3.74M	Sell	23,855 -310	-1%	-$54.5K	0.22%	93
2026 Q1	$4.51M	Sell	24,165 -3,042	-11%	-$630K	0.28%	75
2025 Q4	$7.21M	Buy	27,207 +820	+3%	+$204K	0.52%	40
2025 Q3	$6.25M	Buy	26,387 +6,667	+34%	+$1.68M	0.46%	48
2025 Q2	$5.38M	Buy	+19,720	New	+$5.27M	0.42%	53
2025 Q1	–	Sell	-515	Closed	-$172K	–	319
2024 Q4	$172K	Sell	515 -700	-58%	-$223K	0.01%	232
2024 Q3	$333K	Sell	1,215 -100	-8%	-$25.6K	0.02%	190
2024 Q2	$338K	Buy	+1,315	New	+$352K	0.03%	182
2023 Q4	$399K	Hold	1,515	–	–	0.03%	167
2023 Q3	$307K	Hold	1,515	–	–	0.03%	181
2023 Q2	$320K	Buy	1,515 +44	+3%	+$8.98K	0.03%	178
2023 Q1	$294K	Buy	+1,471	New	+$248K	0.03%	181
2022 Q4	–	Sell	-1,471	Closed	-$212K	–	197
2022 Q3	$212K	Hold	1,471	–	–	0.02%	186
2022 Q2	$243K	Sell	1,471 -18	-1%	-$3.18K	0.02%	182
2022 Q1	$316K	Buy	+1,489	New	+$320K	0.03%	173

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Lee, Danner & Bass's CRM Position: Q2 2026 in Review

Lee, Danner & Bass reduced its Salesforce (CRM) stake by 1.3% in Q2 2026, selling an estimated $54.5K and leaving 23,855 shares worth $3.74M. The position accounts for 0.22% of the portfolio, ranked #93.

Lee, Danner & Bass first reported a position in CRM in Q1 2022 and has held it in 15 quarters since. The position peaked at $7.21M in Q4 2025. 912 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Lee, Danner & Bass held 23,855 shares of Salesforce worth $3.74M as of Q2 2026.
Lee, Danner & Bass sold 310 Salesforce shares in Q2 2026, an estimated $54.5K.
Salesforce made up 0.22% of Lee, Danner & Bass's portfolio in Q2 2026, its #93 holding.
Lee, Danner & Bass first reported a position in Salesforce in Q1 2022 and has held it in 15 quarters since.
Lee, Danner & Bass's Salesforce position peaked at $7.21M in Q4 2025.
912 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.