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LMG Wealth Partners’s Salesforce CRM Stock Holding History

LMG Wealth Partners’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 		– Sell
-7,485
Closed -$1.98M – 156
2025
Q4 		$1.98M Buy
7,485
+412
+6% +$102K 0.37% 76
2025
Q3 		$1.68M Buy
7,073
+709
+11% +$179K 0.31% 83
2025
Q2 		$1.74M Buy
6,364
+248
+4% +$66.3K 0.36% 74
2025
Q1 		$1.64M Buy
6,116
+255
+4% +$79.3K 0.37% 73
2024
Q4 		$1.96M Buy
5,861
+368
+7% +$117K 0.43% 64
2024
Q3 		$1.5M Buy
5,493
+1,290
+31% +$330K 0.34% 70
2024
Q2 		$1.08M Buy
4,203
+504
+14% +$135K 0.27% 79
2024
Q1 		$1.11M Buy
+3,699
New +$1.07M 0.28% 80

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

LMG Wealth Partners's CRM Position: Q1 2026 in Review

LMG Wealth Partners sold out of Salesforce (CRM) in Q1 2026, closing a stake of 7,485 shares — an estimated $1.98M sold.

LMG Wealth Partners first reported a position in CRM in Q1 2024 and held it in 8 quarters. The position peaked at $1.98M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • LMG Wealth Partners reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • LMG Wealth Partners sold 7,485 Salesforce shares in Q1 2026, an estimated $1.98M.
  • LMG Wealth Partners first reported a position in Salesforce in Q1 2024 and held it in 8 quarters.
  • LMG Wealth Partners's Salesforce position peaked at $1.98M in Q4 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.