LCM
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Legato Capital Management’s Salesforce CRM Stock Holding History

Legato Capital 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
Q2 		$3.6M Buy
+23,000
New +$4.04M 0.3% 88
2026
Q1 		– Sell
-1,417
Closed -$375K – 765
2025
Q4 		$375K Buy
+1,417
New +$352K 0.03% 635

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

Legato Capital Management's CRM Position: Q2 2026 in Review

Legato Capital Management opened a new position in Salesforce (CRM) in Q2 2026: 23,000 shares worth $3.6M. The stake represents 0.3% of the portfolio and ranks #88 among its holdings. This is a return to the name: Legato Capital Management previously reported a position in CRM as recently as Q4 2025.

Legato Capital Management first reported a position in CRM in Q4 2025 and has held it in 2 quarters since. 2,484 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Legato Capital Management held 23,000 shares of Salesforce worth $3.6M as of Q2 2026.
  • Salesforce was a new Legato Capital Management position in Q2 2026.
  • Salesforce made up 0.3% of Legato Capital Management's portfolio in Q2 2026, its #88 holding.
  • Legato Capital Management first reported a position in Salesforce in Q4 2025 and has held it in 2 quarters since.
  • 2,484 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.