Lloyd Advisory Services’s Salesforce CRM Stock Holding History

Lloyd Advisory 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	$1.73K	Sell	11 -129	-92%	-$22.7K	﹤0.01%	528
2026 Q1	$26.2K	Buy	+140	New	+$29K	0.01%	351
2024 Q2	–	Sell	-6,160	Closed	-$1.86M	–	113
2024 Q1	$1.86M	Buy	6,160 +5,204	+544%	+$1.5M	0.4%	32
2023 Q4	$252K	Sell	956 -12,618	-93%	-$2.86M	0.12%	107
2023 Q3	$2.75M	Buy	+13,574	New	+$2.93M	0.91%	20
2022 Q2	–	Sell	-349	Closed	-$74K	–	158
2022 Q1	$74K	Buy	+349	New	+$75.1K	0.03%	188
2020 Q3	–	Sell	-17	Closed	-$3K	–	333
2020 Q2	$3K	Hold	17	–	–	﹤0.01%	246
2020 Q1	$2K	Buy	+17	New	+$2.92K	﹤0.01%	213

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lloyd Advisory Services's CRM Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Salesforce (CRM) stake by 92% in Q2 2026, selling an estimated $22.7K and leaving 11 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Lloyd Advisory Services first reported a position in CRM in Q1 2020 and has held it in 8 quarters since. The position peaked at $2.75M in Q3 2023. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Lloyd Advisory Services held 11 shares of Salesforce worth $1.73K as of Q2 2026.
Lloyd Advisory Services sold 129 Salesforce shares in Q2 2026, an estimated $22.7K.
Salesforce made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #528 holding.
Lloyd Advisory Services first reported a position in Salesforce in Q1 2020 and has held it in 8 quarters since.
Lloyd Advisory Services's Salesforce position peaked at $2.75M in Q3 2023.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.