LW
CRM icon

Libra Wealth’s Salesforce CRM Stock Holding History

Libra Wealth’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
Q1 		– Sell
-908
Closed -$241K – 67
2025
Q4 		$241K Sell
908
-259
-22% -$64.4K 0.07% 63
2025
Q3 		$277K Sell
1,167
-41
-3% -$10.3K 0.08% 62
2025
Q2 		$329K Sell
1,208
-15
-1% -$4.01K 0.11% 57
2025
Q1 		$328K Buy
+1,223
New +$380K 0.12% 49

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Libra Wealth's CRM Position: Q1 2026 in Review

Libra Wealth sold out of Salesforce (CRM) in Q1 2026, closing a stake of 908 shares — an estimated $241K sold.

Libra Wealth first reported a position in CRM in Q1 2025 and held it in 4 quarters. The position peaked at $329K in Q2 2025. 2,681 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Libra Wealth reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Libra Wealth sold 908 Salesforce shares in Q1 2026, an estimated $241K.
  • Libra Wealth first reported a position in Salesforce in Q1 2025 and held it in 4 quarters.
  • Libra Wealth's Salesforce position peaked at $329K in Q2 2025.
  • 2,681 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Libra Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.