LAM
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Lummis Asset Management’s Salesforce CRM Stock Holding History

Lummis 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 		$2.51K Hold
16
– – ﹤0.01% 167
2026
Q1 		$2.99K Hold
16
– – ﹤0.01% 166
2025
Q4 		$4.24K Hold
16
– – ﹤0.01% 145
2025
Q3 		$3.79K Hold
16
– – ﹤0.01% 135
2025
Q2 		$4.36K Hold
16
– – ﹤0.01% 130
2025
Q1 		$4.29K Buy
16
+2
+14% +$622 ﹤0.01% 135
2024
Q4 		$4.68K Sell
14
-2
-13% -$638 0.01% 107
2024
Q3 		$4.38K Buy
16
+2
+14% +$512 0.01% 115
2024
Q2 		$3.6K Hold
14
– – ﹤0.01% 118
2024
Q1 		$4.22K Hold
14
– – 0.01% 119
2023
Q4 		$3.68K Buy
+14
New +$3.17K ﹤0.01% 142

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

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

Lummis Asset Management held its Salesforce (CRM) position steady in Q2 2026 at 16 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Lummis Asset Management first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.68K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Lummis Asset Management held 16 shares of Salesforce worth $2.51K as of Q2 2026.
  • Lummis Asset Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of Lummis Asset Management's portfolio in Q2 2026, its #167 holding.
  • Lummis Asset Management first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Lummis Asset Management's Salesforce position peaked at $4.68K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.