LWM
CRM icon

Liberty Wealth Management’s Salesforce CRM Stock Holding History

Liberty Wealth 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 		$301K Hold
1,611
– – 0.04% 206
2026
Q1 		$301K Sell
1,611
-334
-17% -$69.2K 0.04% 206
2025
Q4 		$515K Sell
1,945
-3
-0.2% -$746 0.07% 132
2025
Q3 		$462K Sell
1,948
-128
-6% -$32.3K 0.07% 139
2025
Q2 		$566K Buy
+2,076
New +$555K 0.09% 116
2025
Q1 		– Sell
-1,821
Closed -$609K – 163
2024
Q4 		$609K Buy
1,821
+923
+103% +$295K 0.1% 102
2024
Q3 		$246K Sell
898
-7,992
-90% -$2.05M 0.04% 180
2024
Q2 		$244K Buy
8,890
+8,066
+979% +$2.16M 0.04% 173
2024
Q1 		$249K Sell
824
-49
-6% -$14.1K 0.05% 157
2023
Q4 		$230K Buy
+873
New +$198K 0.05% 148
2023
Q3 		– Sell
-998
Closed -$211K – 177
2023
Q2 		$211K Sell
998
-525
-34% -$107K 0.05% 178
2023
Q1 		$299K Buy
+1,523
New +$257K 0.06% 175
2022
Q1 		– Sell
-848
Closed -$215K – 163
2021
Q4 		$215K Sell
848
-498
-37% -$140K 0.01% 155
2021
Q3 		$373K Buy
1,346
+395
+42% +$100K 0.13% 98
2021
Q2 		$232K Buy
951
+440
+86% +$101K 0.09% 115
2021
Q1 		$116K Hold
511
– – 0.06% 163
2020
Q4 		$116K Buy
511
+9
+2% +$2.19K 0.06% 161
2020
Q3 		$126K Sell
502
-2
-0.4% -$438 0.07% 140
2020
Q2 		$94K Buy
504
+247
+96% +$41.6K 0.07% 152
2020
Q1 		$37K Buy
257
+7
+3% +$1.2K 0.03% 247
2019
Q4 		$41K Buy
250
+135
+117% +$21.2K 0.03% 283
2019
Q3 		$17K Sell
115
-220
-66% -$33.4K 0.02% 415
2019
Q2 		$51K Buy
335
+223
+199% +$34.9K 0.04% 242
2019
Q1 		$17K Buy
112
+7
+7% +$1.08K 0.01% 366
2018
Q4 		$14K Buy
+105
New +$14.4K 0.01% 374

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

Liberty Wealth Management's CRM Position: Q2 2026 in Review

Liberty Wealth Management held its Salesforce (CRM) position steady in Q2 2026 at 1,611 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #206.

Liberty Wealth Management first reported a position in CRM in Q4 2018 and has held it in 25 quarters since. The position peaked at $609K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Liberty Wealth Management held 1,611 shares of Salesforce worth $301K as of Q2 2026.
  • Liberty Wealth Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Liberty Wealth Management first reported a position in Salesforce in Q4 2018 and has held it in 25 quarters since.
  • Liberty Wealth Management's Salesforce position peaked at $609K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.