LAM
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LOM Asset Management’s Salesforce CRM Stock Holding History

LOM Asset 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 		$554K Buy
3,537
+211
+6% +$37.1K 0.14% 123
2026
Q1 		$621K Sell
3,326
-682
-17% -$141K 0.18% 117
2025
Q4 		$1.06M Sell
4,008
-256
-6% -$63.6K 0.31% 91
2025
Q3 		$1.01M Sell
4,264
-1,951
-31% -$492K 0.31% 90
2025
Q2 		$1.7M Buy
+6,215
New +$1.66M 0.57% 60

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

LOM Asset Management's CRM Position: Q2 2026 in Review

LOM Asset Management increased its Salesforce (CRM) stake by 6.3% in Q2 2026, buying an estimated $37.1K and bringing the position to 3,537 shares worth $554K. The position accounts for 0.14% of the portfolio, ranked #123.

LOM Asset Management first reported a position in CRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.7M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • LOM Asset Management held 3,537 shares of Salesforce worth $554K as of Q2 2026.
  • LOM Asset Management bought 211 Salesforce shares in Q2 2026, an estimated $37.1K.
  • Salesforce made up 0.14% of LOM Asset Management's portfolio in Q2 2026, its #123 holding.
  • LOM Asset Management first reported a position in Salesforce in Q2 2025 and has held it in 5 quarters since.
  • LOM Asset Management's Salesforce position peaked at $1.7M in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.