LF
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LifePlan Financial’s Salesforce CRM Stock Holding History

LifePlan Financial’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 		$1.5M Sell
9,589
-2,385
-20% -$419K 1.05% 31
2026
Q1 		$2.24M Buy
11,974
+2,090
+21% +$433K 1.65% 15
2025
Q4 		$2.62M Buy
9,884
+718
+8% +$178K 2.01% 11
2025
Q3 		$2.17M Buy
9,166
+406
+5% +$102K 1.72% 15
2025
Q2 		$2.39M Buy
8,760
+466
+6% +$125K 1.98% 12
2025
Q1 		$2.23M Buy
8,294
+9
+0.1% +$2.8K 1.94% 12
2024
Q4 		$2.77M Sell
8,285
-178
-2% -$56.8K 2.45% 7
2024
Q3 		$2.32M Buy
8,463
+1,822
+27% +$467K 1.99% 13
2024
Q2 		$1.71M Sell
6,641
-239
-3% -$64K 1.57% 18
2024
Q1 		$2.07M Sell
6,880
-73
-1% -$21.1K 1.9% 13
2023
Q4 		$1.83M Buy
+6,953
New +$1.57M 1.83% 13

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

LifePlan Financial's CRM Position: Q2 2026 in Review

LifePlan Financial reduced its Salesforce (CRM) stake by 20% in Q2 2026, selling an estimated $419K and leaving 9,589 shares worth $1.5M. The position accounts for 1.05% of the portfolio, ranked #31.

LifePlan Financial first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.77M in Q4 2024. 1,031 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • LifePlan Financial held 9,589 shares of Salesforce worth $1.5M as of Q2 2026.
  • LifePlan Financial sold 2,385 Salesforce shares in Q2 2026, an estimated $419K.
  • Salesforce made up 1.05% of LifePlan Financial's portfolio in Q2 2026, its #31 holding.
  • LifePlan Financial first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • LifePlan Financial's Salesforce position peaked at $2.77M in Q4 2024.
  • 1,031 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.