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Lugano Financial Advisors SA (LFA)’s Salesforce CRM Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$42.6K Hold
272
– – 0.03% 170
2026
Q1 		$50.6K Sell
272
-54
-17% -$11.2K 0.03% 149
2025
Q4 		$86.4K Hold
326
– – 0.04% 127
2025
Q3 		$77.3K Sell
326
-4
-1% -$1.01K 0.04% 122
2025
Q2 		$90K Buy
330
+158
+92% +$42.2K 0.05% 117
2025
Q1 		$46.2K Buy
172
+110
+177% +$34.2K 0.03% 135
2024
Q4 		$20.7K Hold
62
– – 0.01% 171
2024
Q3 		$17K Hold
62
– – 0.01% 167
2024
Q2 		$15.9K Hold
62
– – 0.01% 157
2024
Q1 		$18.7K Hold
62
– – 0.01% 147
2023
Q4 		$16.3K Hold
62
– – 0.01% 150
2023
Q3 		$12.6K Sell
62
-598
-91% -$129K 0.01% 143
2023
Q2 		$139K Hold
660
– – 0.09% 87
2023
Q1 		$132K Sell
660
-378
-36% -$63.8K 0.1% 55
2022
Q4 		$138K Sell
1,038
-976
-48% -$142K 0.1% 68
2022
Q3 		$290K Buy
2,014
+776
+63% +$132K 0.23% 58
2022
Q2 		$204K Buy
1,238
+262
+27% +$46.3K 0.14% 60
2022
Q1 		$207K Sell
976
-272
-22% -$58.5K 0.14% 61
2021
Q4 		$317K Hold
1,248
– – 0.18% 53
2021
Q3 		$338K Buy
+1,248
New +$317K 0.22% 50

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 $3.38T AUM 44.17% 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

Lugano Financial Advisors SA (LFA)'s CRM Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Salesforce (CRM) position steady in Q2 2026 at 272 shares worth $42.6K. The position accounts for 0.03% of the portfolio, ranked #170.

Lugano Financial Advisors SA (LFA) first reported a position in CRM in Q3 2021 and has held it in 20 quarters since. The position peaked at $338K in Q3 2021. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 272 shares of Salesforce worth $42.6K as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.03% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #170 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Salesforce in Q3 2021 and has held it in 20 quarters since.
  • Lugano Financial Advisors SA (LFA)'s Salesforce position peaked at $338K in Q3 2021.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.