LWIC
CRM icon

Leith Wheeler Investment Counsel’s Salesforce CRM Stock Holding History

Leith Wheeler 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
Q2 		$22.3M Buy
142,615
+309
+0.2% +$54.3K 1.7% 13
2026
Q1 		$26.6M Buy
142,306
+2,365
+2% +$490K 2.2% 10
2025
Q4 		$37.1M Buy
139,941
+3,259
+2% +$810K 2.78% 5
2025
Q3 		$32.4M Sell
136,682
-6,299
-4% -$1.59M 2.19% 11
2025
Q2 		$39M Buy
142,981
+38,147
+36% +$10.2M 2.77% 6
2025
Q1 		$28.1M Buy
104,834
+31,537
+43% +$9.81M 1.95% 16
2024
Q4 		$24.5M Buy
+73,297
New +$23.4M 1.77% 15

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

Leith Wheeler Investment Counsel's CRM Position: Q2 2026 in Review

Leith Wheeler Investment Counsel increased its Salesforce (CRM) stake by 0.22% in Q2 2026, buying an estimated $54.3K and bringing the position to 142,615 shares worth $22.3M. The position accounts for 1.7% of the portfolio, ranked #13.

Leith Wheeler Investment Counsel first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $39M in Q2 2025. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Leith Wheeler Investment Counsel held 142,615 shares of Salesforce worth $22.3M as of Q2 2026.
  • Leith Wheeler Investment Counsel bought 309 Salesforce shares in Q2 2026, an estimated $54.3K.
  • Salesforce made up 1.7% of Leith Wheeler Investment Counsel's portfolio in Q2 2026, its #13 holding.
  • Leith Wheeler Investment Counsel first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Leith Wheeler Investment Counsel's Salesforce position peaked at $39M in Q2 2025.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.