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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
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 $5.72T 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 $75B 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

Lugano Financial Advisors SA (LFA)'s CRM Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) reduced its Salesforce (CRM) stake by 17% in Q1 2026, selling an estimated $11.2K and leaving 272 shares worth $50.6K. The position accounts for 0.03% of the portfolio, ranked #149.

Lugano Financial Advisors SA (LFA) first reported a position in CRM in Q3 2021 and has held it in 19 quarters since. The position peaked at $338K in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 272 shares of Salesforce worth $50.6K as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) sold 54 Salesforce shares in Q1 2026, an estimated $11.2K.
  • Salesforce made up 0.03% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #149 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Salesforce in Q3 2021 and has held it in 19 quarters since.
  • Lugano Financial Advisors SA (LFA)'s Salesforce position peaked at $338K in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.