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Lodestone Wealth Management’s Salesforce CRM Stock Holding History

Lodestone 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 		$47.5K Sell
303
-7
-2% -$1.23K 0.02% 317
2026
Q1 		$57.9K Hold
310
– – 0.02% 275
2025
Q4 		$82.2K Buy
+310
New +$77K 0.03% 240

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

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

Lodestone Wealth Management reduced its Salesforce (CRM) stake by 2.3% in Q2 2026, selling an estimated $1.23K and leaving 303 shares worth $47.5K. The position accounts for 0.02% of the portfolio, ranked #317.

Lodestone Wealth Management first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $82.2K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Lodestone Wealth Management held 303 shares of Salesforce worth $47.5K as of Q2 2026.
  • Lodestone Wealth Management sold 7 Salesforce shares in Q2 2026, an estimated $1.23K.
  • Salesforce made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #317 holding.
  • Lodestone Wealth Management first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Salesforce position peaked at $82.2K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.