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Louisbourg Investments’s Salesforce CRM Stock Holding History

Louisbourg Investments’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 		$7.99M Buy
54,137
+14,939
+38% +$3.1M 1.51% 16
2025
Q4 		$8.29M Buy
39,198
+2,396
+7% +$595K 1.65% 12
2025
Q3 		$6.78M Buy
36,802
+7,645
+26% +$1.93M 1.48% 19
2025
Q2 		$6.37M Buy
29,157
+2,800
+11% +$749K 1.5% 22
2025
Q1 		$5.54M Buy
26,357
+3,170
+14% +$986K 1.51% 18
2024
Q4 		$6.15M Sell
23,187
-6,810
-23% -$2.17M 1.61% 14
2024
Q3 		$6.69M Buy
29,997
+1,530
+5% +$392K 1.69% 16
2024
Q2 		$5.93M Buy
28,467
+8,665
+44% +$2.32M 1.66% 14
2024
Q1 		$4.89M Sell
19,802
-1,907
-9% -$550K 1.36% 30
2023
Q4 		$4.73M Buy
+21,709
New +$4.91M 1.43% 20

Other funds holding CRM

BlackRock
BlackRock New York $5.7T 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 $74.9B 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