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Lingohr Asset Management’s Salesforce CRM Stock Holding History

Lingohr Asset Management’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
2025
Q3 		– Sell
-1,043
Closed -$284K – 97
2025
Q2 		$284K Sell
1,043
-18,674
-95% -$4.99M 0.51% 65
2025
Q1 		$5.28M Buy
19,717
+17,375
+742% +$5.4M 1.32% 31
2024
Q4 		$786K Sell
2,342
-723
-24% -$231K 1.63% 21
2024
Q3 		$839K Buy
3,065
+1,003
+49% +$257K 2.03% 17
2024
Q2 		$529K Hold
2,062
– – 1.32% 54
2024
Q1 		$621K Sell
2,062
-1,199
-37% -$346K 1.55% 51
2023
Q4 		$858K Hold
3,261
– – 1.96% 4
2023
Q3 		$661K Hold
3,261
– – 1.71% 22
2023
Q2 		$689K Hold
3,261
– – 1.76% 11
2023
Q1 		$651K Buy
+3,261
New +$551K 1.66% 3

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lingohr Asset Management's CRM Position: Q3 2025 in Review

Lingohr Asset Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,043 shares — an estimated $284K sold.

Lingohr Asset Management first reported a position in CRM in Q1 2023 and held it in 10 quarters. The position peaked at $5.28M in Q1 2025. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Lingohr Asset Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Lingohr Asset Management sold 1,043 Salesforce shares in Q3 2025, an estimated $284K.
  • Lingohr Asset Management first reported a position in Salesforce in Q1 2023 and held it in 10 quarters.
  • Lingohr Asset Management's Salesforce position peaked at $5.28M in Q1 2025.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Lingohr Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.