LIA
CRM icon

Limestone Investment Advisors’s Salesforce CRM Stock Holding History

Limestone Investment 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
Q1 		– Sell
-2,200
Closed -$583K – 440
2025
Q4 		$583K Buy
+2,200
New +$547K 0.06% 214
2025
Q3 		– Sell
-1,600
Closed -$436K – 565
2025
Q2 		$436K Buy
+1,600
New +$428K 0.04% 274

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Limestone Investment Advisors's CRM Position: Q4 2025 in Review

Limestone Investment Advisors sold out of Salesforce (CRM) in Q4 2025, closing a stake of 3,804 shares — an estimated $945K sold.

Limestone Investment Advisors first reported a position in CRM in Q3 2025 and held it in 1 quarter. The position peaked at $902K in Q3 2025. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Limestone Investment Advisors reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Limestone Investment Advisors sold 3,804 Salesforce shares in Q4 2025, an estimated $945K.
  • Limestone Investment Advisors first reported a position in Salesforce in Q3 2025 and held it in 1 quarter.
  • Limestone Investment Advisors's Salesforce position peaked at $902K in Q3 2025.
  • 2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Limestone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.