LWM
CRM icon

LJI Wealth Management’s Salesforce CRM Stock Holding History

LJI 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
1,376
-65
-5% -$11.4K 0.03% 188
2026
Q1 		$269K Sell
1,441
-151
-9% -$31.3K 0.04% 166
2025
Q4 		$422K Sell
1,592
-191
-11% -$47.5K 0.06% 122
2025
Q3 		$423K Buy
1,783
+52
+3% +$13.1K 0.07% 99
2025
Q2 		$472K Buy
1,731
+3
+0.2% +$802 0.08% 94
2025
Q1 		$464K Buy
1,728
+107
+7% +$33.3K 0.09% 90
2024
Q4 		$542K Buy
1,621
+26
+2% +$8.3K 0.11% 82
2024
Q3 		$437K Sell
1,595
-16
-1% -$4.1K 0.09% 119
2024
Q2 		$414K Buy
+1,611
New +$431K 0.09% 113
2024
Q1 		– Sell
-1,511
Closed -$398K – 155
2023
Q4 		$398K Sell
1,511
-56
-4% -$12.7K 0.1% 105
2023
Q3 		$318K Buy
1,567
+254
+19% +$54.9K 0.09% 119
2023
Q2 		$277K Hold
1,313
– – 0.08% 126
2023
Q1 		$262K Sell
1,313
-321
-20% -$54.2K 0.08% 125
2022
Q4 		$217K Buy
+1,634
New +$238K 0.08% 127

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

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

LJI Wealth Management reduced its Salesforce (CRM) stake by 4.5% in Q2 2026, selling an estimated $11.4K and leaving 1,376 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #188.

LJI Wealth Management first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $542K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • LJI Wealth Management held 1,376 shares of Salesforce worth $216K as of Q2 2026.
  • LJI Wealth Management sold 65 Salesforce shares in Q2 2026, an estimated $11.4K.
  • Salesforce made up 0.03% of LJI Wealth Management's portfolio in Q2 2026, its #188 holding.
  • LJI Wealth Management first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
  • LJI Wealth Management's Salesforce position peaked at $542K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.