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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
Q2 		$2.69M Buy
17,101
+13,735
+408% +$2.42M 0.31% 59
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 		$8.23M Sell
20,614
-3,476
-14% -$930K 1.45% 13
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 $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

LM Advisors's CRM Position: Q2 2026 in Review

LM Advisors increased its Salesforce (CRM) stake by 408% in Q2 2026, buying an estimated $2.42M and bringing the position to 17,101 shares worth $2.69M. The position accounts for 0.31% of the portfolio, ranked #59.

LM Advisors first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.16M in Q4 2023. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • LM Advisors held 17,101 shares of Salesforce worth $2.69M as of Q2 2026.
  • LM Advisors bought 13,735 Salesforce shares in Q2 2026, an estimated $2.42M.
  • Salesforce made up 0.31% of LM Advisors's portfolio in Q2 2026, its #59 holding.
  • LM Advisors first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Salesforce position peaked at $9.16M in Q4 2023.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.