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Lombard Odier Asset Management (USA)’s Salesforce CRM Stock Holding History

Lombard Odier Asset Management (USA)’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
Q4 		– Sell
-1,142
Closed -$271K – 267
2025
Q3 		$271K Buy
+1,142
New +$288K 0.02% 380
2024
Q2 		– Sell
-4,500
Closed -$1.36M – 279
2024
Q1 		$1.36M Buy
4,500
+2,500
+125% +$721K 0.03% 164
2023
Q4 		$526K Sell
2,000
-1,000
-33% -$226K 0.01% 249
2023
Q3 		$608K Buy
3,000
+2,000
+200% +$432K 0.01% 237
2023
Q2 		$211K Buy
+1,000
New +$204K ﹤0.01% 314
2023
Q1 		– Sell
-1,600
Closed -$212K – 326
2022
Q4 		$212K Buy
+1,600
New +$233K 0.01% 297
2021
Q4 		– Sell
-12,645
Closed -$3.43M – 369
2021
Q3 		$3.43M Buy
+12,645
New +$3.21M 0.15% 89
2020
Q4 		– Sell
-40,655
Closed -$10.2M – 265
2020
Q3 		$10.2M Sell
40,655
-19,345
-32% -$4.23M 0.66% 26
2020
Q2 		$11.2M Sell
60,000
-90,000
-60% -$15.2M 0.78% 29
2020
Q1 		$21.6M Buy
+150,000
New +$25.7M 2.24% 10
2019
Q4 		– Sell
-66,013
Closed -$9.8M – 242
2019
Q3 		$9.8M Sell
66,013
-33,987
-34% -$5.17M 0.94% 26
2019
Q2 		$15.2M Buy
+100,000
New +$15.7M 1.22% 24
2018
Q3 		– Sell
-48,019
Closed -$6.55M – 247
2018
Q2 		$6.55M Buy
+48,019
New +$6.13M 0.43% 64
2017
Q1 		– Sell
-45,118
Closed -$3.09M – 217
2016
Q4 		$3.09M Buy
45,118
+118
+0.3% +$8.56K 0.39% 88
2016
Q3 		$3.35M Sell
45,000
-62,551
-58% -$4.88M 0.31% 101
2016
Q2 		$8.54M Sell
107,551
-31,552
-23% -$2.48M 1.03% 27
2016
Q1 		$10.3M Sell
139,103
-5,652
-4% -$389K 1.4% 16
2015
Q4 		$11.3M Buy
+144,755
New +$11.3M 1.1% 32

Other funds holding CRM

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s CRM Position: Q4 2025 in Review

Lombard Odier Asset Management (USA) sold out of Salesforce (CRM) in Q4 2025, closing a stake of 1,142 shares — an estimated $271K sold.

Lombard Odier Asset Management (USA) first reported a position in CRM in Q4 2015 and held it in 18 quarters. The position peaked at $21.6M in Q1 2020. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Lombard Odier Asset Management (USA) reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 1,142 Salesforce shares in Q4 2025, an estimated $271K.
  • Lombard Odier Asset Management (USA) first reported a position in Salesforce in Q4 2015 and held it in 18 quarters.
  • Lombard Odier Asset Management (USA)'s Salesforce position peaked at $21.6M in Q1 2020.
  • 2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q4 2025, filed 17 Feb 2026.