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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
Q2 		$8.44M Buy
68,166
+14,029
+26% +$2.47M 1.56% 16
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 $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

Louisbourg Investments's CRM Position: Q2 2026 in Review

Louisbourg Investments increased its Salesforce (CRM) stake by 26% in Q2 2026, buying an estimated $2.47M and bringing the position to 68,166 shares worth $8.44M. The position accounts for 1.56% of the portfolio, ranked #16.

Louisbourg Investments first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Louisbourg Investments held 68,166 shares of Salesforce worth $8.44M as of Q2 2026.
  • Louisbourg Investments bought 14,029 Salesforce shares in Q2 2026, an estimated $2.47M.
  • Salesforce made up 1.56% of Louisbourg Investments's portfolio in Q2 2026, its #16 holding.
  • Louisbourg Investments first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.