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LM Advisors’s Salesforce CRM Stock Holding History

LM Advisors’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
Q1 		$18.1K Sell
3,366
-1,259
-27% -$261K 0.29% 70
2025
Q4 		$17.4K Sell
4,625
-13,248
-74% -$3.29M 0.31% 64
2025
Q3 		$4.24M Sell
17,873
-234
-1% -$59K 0.61% 30
2025
Q2 		$4.94M Buy
18,107
+522
+3% +$140K 0.64% 23
2025
Q1 		$4.72M Buy
17,585
+207
+1% +$64.4K 0.85% 21
2024
Q4 		$5.82M Buy
17,378
+2,005
+13% +$640K 1.04% 18
2024
Q3 		$4.21M Sell
15,373
-5,241
-25% -$1.34M 0.86% 24
2024
Q2 		$2.93B Sell
20,614
-3,476
-14% -$930K 4.74% 3
2024
Q1 		$7.25M Sell
24,090
-10,706
-31% -$3.09M 1.15% 15
2023
Q4 		$9.16M Buy
+34,796
New +$7.87M 1.84% 10

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return