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Lionshead Wealth Management’s Salesforce CRM Stock Holding History

Lionshead Wealth 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
2026
Q2 		$216K Sell
1,373
-57
-4% -$10K 0.14% 106
2026
Q1 		$267K Sell
1,430
-81
-5% -$16.8K 0.2% 87
2025
Q4 		$400K Buy
1,511
+12
+0.8% +$2.98K 0.3% 70
2025
Q3 		$355K Sell
1,499
-90
-6% -$22.7K 0.28% 72
2025
Q2 		$434K Sell
1,589
-24
-1% -$6.42K 0.4% 63
2025
Q1 		$433K Sell
1,613
-160
-9% -$49.8K 0.45% 56
2024
Q4 		$593K Buy
+1,773
New +$566K 0.43% 48

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lionshead Wealth Management's CRM Position: Q2 2026 in Review

Lionshead Wealth Management reduced its Salesforce (CRM) stake by 4% in Q2 2026, selling an estimated $10K and leaving 1,373 shares worth $216K. The position accounts for 0.14% of the portfolio, ranked #106.

Lionshead Wealth Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $593K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Lionshead Wealth Management held 1,373 shares of Salesforce worth $216K as of Q2 2026.
  • Lionshead Wealth Management sold 57 Salesforce shares in Q2 2026, an estimated $10K.
  • Salesforce made up 0.14% of Lionshead Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Lionshead Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Lionshead Wealth Management's Salesforce position peaked at $593K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.