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Livet Wealth’s Salesforce CRM Stock Holding History

Livet Wealth’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 		$217K Buy
1,384
+39
+3% +$6.86K 0.13% 110
2026
Q1 		$251K Buy
1,345
+193
+17% +$40K 0.16% 95
2025
Q4 		$305K Buy
+1,152
New +$286K 0.19% 87

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

Livet Wealth's CRM Position: Q2 2026 in Review

Livet Wealth increased its Salesforce (CRM) stake by 2.9% in Q2 2026, buying an estimated $6.86K and bringing the position to 1,384 shares worth $217K. The position accounts for 0.13% of the portfolio, ranked #110.

Livet Wealth first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $305K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Livet Wealth held 1,384 shares of Salesforce worth $217K as of Q2 2026.
  • Livet Wealth bought 39 Salesforce shares in Q2 2026, an estimated $6.86K.
  • Salesforce made up 0.13% of Livet Wealth's portfolio in Q2 2026, its #110 holding.
  • Livet Wealth first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Livet Wealth's Salesforce position peaked at $305K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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