Liontrust Investment Partners’s Salesforce CRM Stock Holding History

Liontrust Investment Partners’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 Q2	–	Sell	-31,123	Closed	-$8.35M	–	202
2025 Q1	$8.35M	Sell	31,123 -41,611	-57%	-$12.9M	0.13%	104
2024 Q4	$24.3M	Sell	72,734 -16,760	-19%	-$5.35M	0.35%	57
2024 Q3	$23M	Hold	89,494	–	–	0.33%	61
2024 Q2	$23M	Buy	+89,494	New	+$23.9M	0.33%	61
2024 Q1	–	Sell	-21,000	Closed	-$5.53M	–	199
2023 Q4	$5.53M	Sell	21,000 -22,000	-51%	-$4.98M	0.08%	115
2023 Q3	$8.72M	Buy	43,000 +34,000	+378%	+$7.35M	0.14%	94
2023 Q2	$1.9M	Sell	9,000 -32,000	-78%	-$6.53M	0.03%	182
2023 Q1	$8.19M	Sell	41,000 -17,000	-29%	-$2.87M	0.12%	112
2022 Q4	$7.69M	Hold	58,000	–	–	0.13%	74
2022 Q3	$8.34M	Sell	58,000 -21,700	-27%	-$3.68M	0.13%	86
2022 Q2	$13.2M	Buy	79,700 +7,000	+10%	+$1.24M	0.19%	71
2022 Q1	$15.4M	Buy	72,700 +13,000	+22%	+$2.8M	0.2%	59
2021 Q4	$15.2M	Buy	59,700 +34,300	+135%	+$9.64M	0.18%	59
2021 Q3	$6.89M	Buy	+25,400	New	+$6.45M	0.1%	116
2020 Q4	$14.4M	Buy	+64,500	New	+$15.7M	0.29%	55

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liontrust Investment Partners's CRM Position: Q2 2025 in Review

Liontrust Investment Partners sold out of Salesforce (CRM) in Q2 2025, closing a stake of 31,123 shares — an estimated $8.35M sold.

Liontrust Investment Partners first reported a position in CRM in Q4 2020 and held it in 15 quarters. The position peaked at $24.3M in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Liontrust Investment Partners reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
Liontrust Investment Partners sold 31,123 Salesforce shares in Q2 2025, an estimated $8.35M.
Liontrust Investment Partners first reported a position in Salesforce in Q4 2020 and held it in 15 quarters.
Liontrust Investment Partners's Salesforce position peaked at $24.3M in Q4 2024.
2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Liontrust Investment Partners's 13F filing for Q2 2025, filed 19 Aug 2025.