Lifeworks Advisors
CRM icon

Lifeworks Advisors’s Salesforce CRM Stock Holding History

Lifeworks Advisors’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
Q3 		$201K Buy
+878
New +$181K 0.02% 357
2025
Q3 		– Sell
-1,420
Closed -$387K – 330
2025
Q2 		$387K Buy
1,420
+40
+3% +$10.7K 0.06% 227
2025
Q1 		$370K Buy
1,380
+325
+31% +$101K 0.06% 224
2024
Q4 		$353K Buy
1,055
+223
+27% +$71.2K 0.06% 208
2024
Q3 		$228K Buy
+832
New +$213K 0.04% 272

Other funds holding CRM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Lifeworks Advisors's CRM Position: Q3 2026 in Review

Lifeworks Advisors opened a new position in Salesforce (CRM) in Q3 2026: 878 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #357 among its holdings. This is a return to the name: Lifeworks Advisors previously reported a position in CRM as recently as Q2 2025.

Lifeworks Advisors first reported a position in CRM in Q3 2024 and has held it in 5 quarters since. The position peaked at $387K in Q2 2025. 2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Lifeworks Advisors held 878 shares of Salesforce worth $201K as of Q3 2026.
  • Salesforce was a new Lifeworks Advisors position in Q3 2026.
  • Salesforce made up 0.02% of Lifeworks Advisors's portfolio in Q3 2026, its #357 holding.
  • Lifeworks Advisors first reported a position in Salesforce in Q3 2024 and has held it in 5 quarters since.
  • Lifeworks Advisors's Salesforce position peaked at $387K in Q2 2025.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Lifeworks Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.