LRI Investments’s Salesforce CRM Stock Holding History

LRI 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	$49.3K	Sell	23,458 -328	-1%	-$57.7K	﹤0.01%	556
2026 Q1	$116K	Sell	23,786 -1,107	-4%	-$229K	0.01%	390
2025 Q4	$447K	Buy	24,893 +305	+1%	+$75.8K	0.04%	187
2025 Q3	$330K	Buy	24,588 +175	+0.7%	+$44.1K	0.03%	223
2025 Q2	$329K	Sell	24,413 -378	-2%	-$101K	0.03%	221
2025 Q1	$425K	Buy	24,791 +311	+1%	+$96.7K	0.04%	179
2024 Q4	$420K	Sell	24,480 -488	-2%	-$156K	0.04%	158
2024 Q3	$579K	Buy	24,968 +23,418	+1,511%	+$6M	0.06%	135
2024 Q2	$399K	Buy	+1,550	New	+$415K	0.05%	135

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

LRI Investments's CRM Position: Q2 2026 in Review

LRI Investments reduced its Salesforce (CRM) stake by 1.4% in Q2 2026, selling an estimated $57.7K and leaving 23,458 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

LRI Investments first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $579K in Q3 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

LRI Investments held 23,458 shares of Salesforce worth $49.3K as of Q2 2026.
LRI Investments sold 328 Salesforce shares in Q2 2026, an estimated $57.7K.
Salesforce made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #556 holding.
LRI Investments first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
LRI Investments's Salesforce position peaked at $579K in Q3 2024.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.