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LexAurum Advisors’s Salesforce CRM Stock Holding History

LexAurum Advisors’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 		$250K Buy
1,598
+18
+1% +$3.17K 0.03% 370
2026
Q1 		$295K Buy
+1,580
New +$327K 0.04% 326
2025
Q3 		$351K Buy
+1,481
New +$374K 0.05% 269
2025
Q2 		– Sell
-1,017
Closed -$273K – 364
2025
Q1 		$273K Sell
1,017
-51
-5% -$15.9K 0.05% 288
2024
Q4 		$357K Buy
1,068
+270
+34% +$86.2K 0.07% 237
2024
Q3 		$218K Sell
798
-214
-21% -$54.8K 0.05% 285
2024
Q2 		$260K Sell
1,012
-49
-5% -$13.1K 0.06% 242
2024
Q1 		$320K Hold
1,061
– – 0.08% 214
2023
Q4 		$279K Sell
1,061
-85
-7% -$19.2K 0.07% 237
2023
Q3 		$232K Buy
+1,146
New +$248K 0.07% 246
2023
Q2 		– Sell
-1,173
Closed -$234K – 273
2023
Q1 		$234K Buy
+1,173
New +$198K 0.08% 223
2022
Q2 		– Sell
-1,184
Closed -$251K – 252
2022
Q1 		$251K Sell
1,184
-85
-7% -$18.3K 0.08% 214
2021
Q4 		$322K Sell
1,269
-60
-5% -$16.9K 0.1% 192
2021
Q3 		$360K Sell
1,329
-100
-7% -$25.4K 0.11% 202
2021
Q2 		$349K Sell
1,429
-100
-7% -$23K 0.1% 210
2021
Q1 		$324K Sell
1,529
-20
-1% -$4.45K 0.11% 191
2020
Q4 		$345K Buy
1,549
+87
+6% +$21.2K 0.12% 175
2020
Q3 		$367K Buy
1,462
+290
+25% +$63.5K 0.15% 142
2020
Q2 		$220K Buy
+1,172
New +$197K 0.12% 180

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

LexAurum Advisors's CRM Position: Q2 2026 in Review

LexAurum Advisors increased its Salesforce (CRM) stake by 1.1% in Q2 2026, buying an estimated $3.17K and bringing the position to 1,598 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #370.

LexAurum Advisors first reported a position in CRM in Q2 2020 and has held it in 19 quarters since. The position peaked at $367K in Q3 2020. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • LexAurum Advisors held 1,598 shares of Salesforce worth $250K as of Q2 2026.
  • LexAurum Advisors bought 18 Salesforce shares in Q2 2026, an estimated $3.17K.
  • Salesforce made up 0.03% of LexAurum Advisors's portfolio in Q2 2026, its #370 holding.
  • LexAurum Advisors first reported a position in Salesforce in Q2 2020 and has held it in 19 quarters since.
  • LexAurum Advisors's Salesforce position peaked at $367K in Q3 2020.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.