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LifeSteps Financial’s Salesforce CRM Stock Holding History

LifeSteps 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 		$30.7K Buy
+196
New +$34.5K 0.01% 263
2024
Q2 		– Sell
-253
Closed -$76.2K – 147
2024
Q1 		$76.2K Buy
+253
New +$73K 0.06% 123

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

LifeSteps Financial's CRM Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Salesforce (CRM) in Q2 2026: 196 shares worth $30.7K. The stake represents 0.01% of the portfolio and ranks #263 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in CRM as recently as Q1 2024.

LifeSteps Financial first reported a position in CRM in Q1 2024 and has held it in 2 quarters since. The position peaked at $76.2K in Q1 2024. 1,031 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • LifeSteps Financial held 196 shares of Salesforce worth $30.7K as of Q2 2026.
  • Salesforce was a new LifeSteps Financial position in Q2 2026.
  • Salesforce made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #263 holding.
  • LifeSteps Financial first reported a position in Salesforce in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Salesforce position peaked at $76.2K in Q1 2024.
  • 1,031 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.