Liberty One Investment Management’s Salesforce CRM Stock Holding History

Liberty One Investment 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	$241K	Sell	1,541 -2,423	-61%	-$426K	0.02%	143
2026 Q1	$740K	Buy	3,964 +1,650	+71%	+$342K	0.08%	112
2025 Q4	$613K	Sell	2,314 -1,975	-46%	-$491K	0.08%	106
2025 Q3	$1.02M	Buy	4,289 +1,078	+34%	+$272K	0.06%	98
2025 Q2	$876K	Buy	3,211 +46	+1%	+$12.3K	0.09%	91
2025 Q1	$849K	Buy	3,165 +39	+1%	+$12.1K	0.09%	91
2024 Q4	$1.05M	Sell	3,126 -571	-15%	-$182K	0.11%	87
2024 Q3	$1.01M	Sell	3,697 -95	-3%	-$24.3K	0.1%	88
2024 Q2	$975K	Buy	3,792 +3,356	+770%	+$898K	0.11%	91
2024 Q1	$131K	Buy	+436	New	+$126K	0.01%	150

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Liberty One Investment Management's CRM Position: Q2 2026 in Review

Liberty One Investment Management reduced its Salesforce (CRM) stake by 61% in Q2 2026, selling an estimated $426K and leaving 1,541 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #143.

Liberty One Investment Management first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.05M in Q4 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Liberty One Investment Management held 1,541 shares of Salesforce worth $241K as of Q2 2026.
Liberty One Investment Management sold 2,423 Salesforce shares in Q2 2026, an estimated $426K.
Salesforce made up 0.02% of Liberty One Investment Management's portfolio in Q2 2026, its #143 holding.
Liberty One Investment Management first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
Liberty One Investment Management's Salesforce position peaked at $1.05M in Q4 2024.
2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.