Lewis Asset Management’s Salesforce CRM Stock Holding History

Lewis Asset 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	$448K	Sell	2,860 -753	-21%	-$132K	0.16%	135
2026 Q1	$675K	Sell	3,613 -1,933	-35%	-$400K	0.28%	87
2025 Q4	$1.47M	Sell	5,546 -326	-6%	-$81K	0.6%	42
2025 Q3	$1.39M	Sell	5,872 -124	-2%	-$31.3K	0.57%	43
2025 Q2	$1.63M	Sell	5,996 -74	-1%	-$19.8K	0.77%	32
2025 Q1	$1.63M	Sell	6,070 -130	-2%	-$40.4K	1.35%	16
2024 Q4	$2.07M	Sell	6,200 -443	-7%	-$141K	1.58%	14
2024 Q3	$1.82M	Buy	6,643 +151	+2%	+$38.7K	1.33%	16
2024 Q2	$1.67M	Sell	6,492 -57	-0.9%	-$15.3K	1.28%	17
2024 Q1	$1.97M	Sell	6,549 -722	-10%	-$208K	1.62%	14
2023 Q4	$1.91M	Buy	+7,271	New	+$1.65M	1.76%	13

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Lewis Asset Management's CRM Position: Q2 2026 in Review

Lewis Asset Management reduced its Salesforce (CRM) stake by 21% in Q2 2026, selling an estimated $132K and leaving 2,860 shares worth $448K. The position accounts for 0.16% of the portfolio, ranked #135.

Lewis Asset Management first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.07M in Q4 2024. 1,063 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Lewis Asset Management held 2,860 shares of Salesforce worth $448K as of Q2 2026.
Lewis Asset Management sold 753 Salesforce shares in Q2 2026, an estimated $132K.
Salesforce made up 0.16% of Lewis Asset Management's portfolio in Q2 2026, its #135 holding.
Lewis Asset Management first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Lewis Asset Management's Salesforce position peaked at $2.07M in Q4 2024.
1,063 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.