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LGT Fund Management’s Salesforce CRM Stock Holding History

LGT Fund 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 		$6.44M Sell
41,140
-4,505
-10% -$792K 0.27% 88
2026
Q1 		$8.52M Buy
45,645
+17,373
+61% +$3.6M 0.37% 64
2025
Q4 		$7.52M Sell
28,272
-71,675
-72% -$17.8M 0.59% 35
2025
Q3 		$23.6M Buy
99,947
+25,992
+35% +$6.56M 1.91% 10
2025
Q2 		$20.2M Buy
73,955
+6,158
+9% +$1.65M 1.76% 11
2025
Q1 		$18.2M Sell
67,797
-3,969
-6% -$1.23M 1.64% 15
2024
Q4 		$24M Buy
71,766
+11,481
+19% +$3.66M 2.1% 9
2024
Q3 		$16.8M Buy
60,285
+24,698
+69% +$6.33M 1.75% 11
2024
Q2 		$9.15M Buy
35,587
+27,037
+316% +$7.23M 1.14% 25
2024
Q1 		$2.58M Buy
8,550
+120
+1% +$34.6K 1.07% 36
2023
Q4 		$2.24M Buy
+8,430
New +$1.91M 0.96% 46
2022
Q3 		– Sell
-17,727
Closed -$2.93M – 132
2022
Q2 		$2.93M Buy
17,727
+9,257
+109% +$1.64M 0.43% 67
2022
Q1 		$1.8M Buy
8,470
+7,270
+606% +$1.56M 0.24% 105
2021
Q4 		$305K Buy
+1,200
New +$337K 0.09% 137

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

LGT Fund Management's CRM Position: Q2 2026 in Review

LGT Fund Management reduced its Salesforce (CRM) stake by 9.9% in Q2 2026, selling an estimated $792K and leaving 41,140 shares worth $6.44M. The position accounts for 0.27% of the portfolio, ranked #88.

LGT Fund Management first reported a position in CRM in Q4 2021 and has held it in 14 quarters since. The position peaked at $24M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • LGT Fund Management held 41,140 shares of Salesforce worth $6.44M as of Q2 2026.
  • LGT Fund Management sold 4,505 Salesforce shares in Q2 2026, an estimated $792K.
  • Salesforce made up 0.27% of LGT Fund Management's portfolio in Q2 2026, its #88 holding.
  • LGT Fund Management first reported a position in Salesforce in Q4 2021 and has held it in 14 quarters since.
  • LGT Fund Management's Salesforce position peaked at $24M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on LGT Fund Management's 13F filing for Q2 2026, filed 10 Aug 2026.