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Littlejohn Financial Services’s Salesforce CRM Stock Holding History

Littlejohn Financial Services’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 		$1.04M Buy
6,638
+233
+4% +$41K 0.76% 40
2026
Q1 		$1.2M Buy
6,405
+682
+12% +$141K 0.9% 36
2025
Q4 		$1.52M Sell
5,723
-147
-3% -$36.5K 1.12% 32
2025
Q3 		$1.39M Sell
5,870
-113
-2% -$28.5K 1.01% 35
2025
Q2 		$1.63M Buy
+5,983
New +$1.6M 1.26% 30

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Littlejohn Financial Services's CRM Position: Q2 2026 in Review

Littlejohn Financial Services increased its Salesforce (CRM) stake by 3.6% in Q2 2026, buying an estimated $41K and bringing the position to 6,638 shares worth $1.04M. The position accounts for 0.76% of the portfolio, ranked #40.

Littlejohn Financial Services first reported a position in CRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.63M in Q2 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Littlejohn Financial Services held 6,638 shares of Salesforce worth $1.04M as of Q2 2026.
  • Littlejohn Financial Services bought 233 Salesforce shares in Q2 2026, an estimated $41K.
  • Salesforce made up 0.76% of Littlejohn Financial Services's portfolio in Q2 2026, its #40 holding.
  • Littlejohn Financial Services first reported a position in Salesforce in Q2 2025 and has held it in 5 quarters since.
  • Littlejohn Financial Services's Salesforce position peaked at $1.63M in Q2 2025.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.