LSV Asset Management
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LSV Asset Management’s Salesforce CRM Stock Holding History

LSV 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 		$366M Buy
2,336,664
+1,102,764
+89% +$194M 0.66% 36
2026
Q1 		$230M Buy
1,233,900
+1,232,700
+102,725% +$255M 0.5% 63
2025
Q4 		$318K Hold
1,200
– – ﹤0.01% 740
2025
Q3 		$284K Buy
+1,200
New +$303K ﹤0.01% 758
2025
Q2 		– Sell
-40
Closed -$11K – 829
2025
Q1 		$11K Buy
40
+20
+100% +$6.22K ﹤0.01% 821
2024
Q4 		$7K Buy
+20
New +$6.38K ﹤0.01% 812
2022
Q1 		– Sell
-300
Closed -$76K – 893
2021
Q4 		$76K Hold
300
– – ﹤0.01% 878
2021
Q3 		$81K Hold
300
– – ﹤0.01% 871
2021
Q2 		$73K Sell
300
-3,300
-92% -$761K ﹤0.01% 885
2021
Q1 		$762K Hold
3,600
– – ﹤0.01% 759
2020
Q4 		$801K Hold
3,600
– – ﹤0.01% 773
2020
Q3 		$904K Hold
3,600
– – ﹤0.01% 734
2020
Q2 		$674K Buy
+3,600
New +$607K ﹤0.01% 801
2013
Q4 		– Sell
-2,700
Closed -$140K – 900
2013
Q3 		$140K Buy
+2,700
New +$123K ﹤0.01% 899

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

LSV Asset Management increased its Salesforce (CRM) stake by 89% in Q2 2026, buying an estimated $194M and bringing the position to 2,336,664 shares worth $366M. The position accounts for 0.66% of the portfolio, ranked #36.

LSV Asset Management first reported a position in CRM in Q3 2013 and has held it in 14 quarters since. 1,637 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • LSV Asset Management held 2,336,664 shares of Salesforce worth $366M as of Q2 2026.
  • LSV Asset Management bought 1,102,764 Salesforce shares in Q2 2026, an estimated $194M.
  • Salesforce made up 0.66% of LSV Asset Management's portfolio in Q2 2026, its #36 holding.
  • LSV Asset Management first reported a position in Salesforce in Q3 2013 and has held it in 14 quarters since.
  • 1,637 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.