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Legal Advantage Investments’s Salesforce CRM Stock Holding History

Legal Advantage Investments’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 		– Sell
-5,453
Closed -$1.02M – 78
2026
Q1 		$1.02M Hold
5,453
– – 0.53% 48
2025
Q4 		$1.44M Buy
5,453
+16
+0.3% +$3.98K 0.67% 40
2025
Q3 		$1.29M Hold
5,437
– – 0.58% 45
2025
Q2 		$1.48M Sell
5,437
-34
-0.6% -$9.09K 0.69% 42
2025
Q1 		$1.47M Sell
5,471
-25
-0.5% -$7.78K 0.79% 38
2024
Q4 		$1.84M Sell
5,496
-50
-0.9% -$16K 0.97% 34
2024
Q3 		$1.52M Hold
5,546
– – 0.83% 37
2024
Q2 		$1.43M Sell
5,546
-25
-0.4% -$6.69K 0.82% 38
2024
Q1 		$1.68M Hold
5,571
– – 0.94% 35
2023
Q4 		$1.47M Buy
5,571
+40
+0.7% +$9.05K 0.88% 34
2023
Q3 		$1.12M Sell
5,531
-34
-0.6% -$7.35K 0.8% 36
2023
Q2 		$1.18M Buy
5,565
+515
+10% +$105K 0.78% 38
2023
Q1 		$1.01M Hold
5,050
– – 0.74% 41
2022
Q4 		$670K Buy
5,050
+2,000
+66% +$292K 0.55% 52
2022
Q3 		$439K Buy
3,050
+1,050
+53% +$178K 0.41% 54
2022
Q2 		$330K Sell
2,000
-2,330
-54% -$412K 0.32% 62
2022
Q1 		$919K Hold
4,330
– – 0.69% 43
2021
Q4 		$1.1M Sell
4,330
-50
-1% -$14K 0.75% 42
2021
Q3 		$1.19M Hold
4,380
– – 0.8% 41
2021
Q2 		$1.07M Buy
4,380
+1,000
+30% +$230K 0.73% 42
2021
Q1 		$716K Buy
3,380
+125
+4% +$27.8K 0.54% 50
2020
Q4 		$724K Buy
+3,255
New +$792K 0.56% 49

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Legal Advantage Investments's CRM Position: Q2 2026 in Review

Legal Advantage Investments sold out of Salesforce (CRM) in Q2 2026, closing a stake of 5,453 shares — an estimated $1.02M sold.

Legal Advantage Investments first reported a position in CRM in Q4 2020 and held it in 22 quarters. The position peaked at $1.84M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Legal Advantage Investments reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Legal Advantage Investments sold 5,453 Salesforce shares in Q2 2026, an estimated $1.02M.
  • Legal Advantage Investments first reported a position in Salesforce in Q4 2020 and held it in 22 quarters.
  • Legal Advantage Investments's Salesforce position peaked at $1.84M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.