Lokken Investment Group’s Salesforce CRM Stock Holding History

Lokken Investment Group’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
2025 Q3	$577K	Sell	2,435 -88	-3%	-$22.2K	0.2%	86
2025 Q2	$688K	Sell	2,523 -115	-4%	-$30.7K	0.27%	74
2025 Q1	$708K	Sell	2,638 -955	-27%	-$297K	0.3%	71
2024 Q4	$1.2M	Buy	3,593 +60	+2%	+$19.1K	0.52%	50
2024 Q3	$967K	Sell	3,533 -20	-0.6%	-$5.12K	0.4%	66
2024 Q2	$913K	Sell	3,553 -40	-1%	-$10.7K	0.43%	61
2024 Q1	$1.08M	Sell	3,593 -16	-0.4%	-$4.62K	0.54%	48
2023 Q4	$950K	Buy	3,609 +1	+0%	+$226	0.54%	47
2023 Q3	$732K	Buy	3,608 +30	+0.8%	+$6.48K	0.48%	49
2023 Q2	$756K	Buy	+3,578	New	+$730K	0.49%	52

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lokken Investment Group's CRM Position: Q3 2025 in Review

Lokken Investment Group reduced its Salesforce (CRM) stake by 3.5% in Q3 2025, selling an estimated $22.2K and leaving 2,435 shares worth $577K. The position accounts for 0.2% of the portfolio, ranked #86.

Lokken Investment Group first reported a position in CRM in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.2M in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Lokken Investment Group held 2,435 shares of Salesforce worth $577K as of Q3 2025.
Lokken Investment Group sold 88 Salesforce shares in Q3 2025, an estimated $22.2K.
Salesforce made up 0.2% of Lokken Investment Group's portfolio in Q3 2025, its #86 holding.
Lokken Investment Group first reported a position in Salesforce in Q2 2023 and has held it in 10 quarters since.
Lokken Investment Group's Salesforce position peaked at $1.2M in Q4 2024.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.