LGF
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LGT Group Foundation’s Salesforce CRM Stock Holding History

LGT Group Foundation’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 		$3.14M Sell
20,057
-6,334
-24% -$1.11M 0.04% 143
2026
Q1 		$4.93M Sell
26,391
-26,976
-51% -$5.59M 0.06% 119
2025
Q4 		$14.2M Buy
53,367
+1,704
+3% +$423K 0.15% 90
2025
Q3 		$12.2M Buy
51,663
+1,932
+4% +$487K 0.14% 92
2025
Q2 		$13.6M Sell
49,731
-24,091
-33% -$6.44M 0.17% 85
2025
Q1 		$19.8M Buy
73,822
+58,434
+380% +$18.2M 0.27% 72
2024
Q4 		$5.14M Sell
15,388
-1,086
-7% -$347K 0.08% 132
2024
Q3 		$4.6M Buy
16,474
+2,836
+21% +$726K 0.08% 142
2024
Q2 		$3.51M Buy
13,638
+1,450
+12% +$388K 0.06% 156
2024
Q1 		$3.67M Sell
12,188
-13,854
-53% -$4M 0.09% 148
2023
Q4 		$6.92M Sell
26,042
-28
-0.1% -$6.34K 0.15% 118
2023
Q3 		$5.31M Buy
26,070
+2,249
+9% +$486K 0.13% 129
2023
Q2 		$5.03M Sell
23,821
-794
-3% -$162K 0.12% 138
2023
Q1 		$4.92M Buy
24,615
+984
+4% +$166K 0.14% 136
2022
Q4 		$3.13M Buy
23,631
+6,345
+37% +$926K 0.1% 160
2022
Q3 		$2.48M Sell
17,286
-10,468
-38% -$1.78M 0.1% 151
2022
Q2 		$4.58M Buy
27,754
+16
+0.1% +$2.83K 0.14% 124
2022
Q1 		$5.89M Sell
27,738
-24,334
-47% -$5.24M 0.14% 126
2021
Q4 		$13.2M Buy
+52,072
New +$14.6M 0.34% 74

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 $3.38T AUM 44.17% 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 Group Foundation's CRM Position: Q2 2026 in Review

LGT Group Foundation reduced its Salesforce (CRM) stake by 24% in Q2 2026, selling an estimated $1.11M and leaving 20,057 shares worth $3.14M. The position accounts for 0.04% of the portfolio, ranked #143.

LGT Group Foundation first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.8M in Q1 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • LGT Group Foundation held 20,057 shares of Salesforce worth $3.14M as of Q2 2026.
  • LGT Group Foundation sold 6,334 Salesforce shares in Q2 2026, an estimated $1.11M.
  • Salesforce made up 0.04% of LGT Group Foundation's portfolio in Q2 2026, its #143 holding.
  • LGT Group Foundation first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • LGT Group Foundation's Salesforce position peaked at $19.8M in Q1 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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