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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
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 $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

Lummis Asset Management's CRM Position: Q1 2026 in Review

Lummis Asset Management held its Salesforce (CRM) position steady in Q1 2026 at 16 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Lummis Asset Management first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.68K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Lummis Asset Management held 16 shares of Salesforce worth $2.99K as of Q1 2026.
  • Lummis Asset Management left its Salesforce share count unchanged in Q1 2026.
  • Salesforce made up ﹤0.01% of Lummis Asset Management's portfolio in Q1 2026, its #166 holding.
  • Lummis Asset Management first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • Lummis Asset Management's Salesforce position peaked at $4.68K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.