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Leo Wealth LLC’s Salesforce CRM Stock Holding History

Leo Wealth LLC’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 		$828K Sell
4,436
-1,202
-21% -$249K 0.06% 203
2025
Q4 		$1.49M Buy
+5,638
New +$1.4M 0.11% 149
2025
Q3 		– Sell
-7,260
Closed -$1.98M – 314
2025
Q2 		$1.98M Buy
7,260
+6,436
+781% +$1.72M 0.15% 123
2025
Q1 		$221K Sell
824
-4,881
-86% -$1.52M 0.03% 246
2024
Q4 		$1.91M Sell
5,705
-2,768
-33% -$883K 0.17% 107
2024
Q3 		$2.32M Buy
8,473
+783
+10% +$201K 0.21% 81
2024
Q2 		$1.97M Buy
7,690
+4,086
+113% +$1.09M 0.2% 86
2024
Q1 		$1.09M Buy
3,604
+780
+28% +$225K 0.11% 144
2023
Q4 		$839K Buy
+2,824
New +$639K 0.09% 151

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Leo Wealth LLC's CRM Position: Q1 2026 in Review

Leo Wealth LLC reduced its Salesforce (CRM) stake by 21% in Q1 2026, selling an estimated $249K and leaving 4,436 shares worth $828K. The position accounts for 0.06% of the portfolio, ranked #203.

Leo Wealth LLC first reported a position in CRM in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.32M in Q3 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Leo Wealth LLC held 4,436 shares of Salesforce worth $828K as of Q1 2026.
  • Leo Wealth LLC sold 1,202 Salesforce shares in Q1 2026, an estimated $249K.
  • Salesforce made up 0.06% of Leo Wealth LLC's portfolio in Q1 2026, its #203 holding.
  • Leo Wealth LLC first reported a position in Salesforce in Q4 2023 and has held it in 9 quarters since.
  • Leo Wealth LLC's Salesforce position peaked at $2.32M in Q3 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.