LVM Capital Management’s Salesforce CRM Stock Holding History

LVM Capital 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	–	Sell	-13,120	Closed	-$2.45M	–	160
2026 Q1	$2.45M	Sell	13,120 -35,431	-73%	-$7.34M	0.23%	56
2025 Q4	$12.9M	Buy	48,551 +143	+0.3%	+$35.5K	1.19%	26
2025 Q3	$11.5M	Buy	48,408 +1,233	+3%	+$311K	1.1%	26
2025 Q2	$12.9M	Buy	47,175 +494	+1%	+$132K	1.33%	24
2025 Q1	$12.5M	Buy	46,681 +415	+0.9%	+$129K	1.39%	23
2024 Q4	$15.5M	Buy	46,266 +1,508	+3%	+$481K	1.66%	16
2024 Q3	$11.5M	Hold	44,758	–	–	1.31%	25
2024 Q2	$11.5M	Buy	44,758 +980	+2%	+$262K	1.31%	25
2024 Q1	$13.2M	Buy	43,778 +1,490	+4%	+$430K	1.56%	22
2023 Q4	$11.1M	Buy	+42,288	New	+$9.57M	1.42%	25

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

LVM Capital Management's CRM Position: Q2 2026 in Review

LVM Capital Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 13,120 shares — an estimated $2.45M sold.

LVM Capital Management first reported a position in CRM in Q4 2023 and held it in 10 quarters. The position peaked at $15.5M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

LVM Capital Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
LVM Capital Management sold 13,120 Salesforce shares in Q2 2026, an estimated $2.45M.
LVM Capital Management first reported a position in Salesforce in Q4 2023 and held it in 10 quarters.
LVM Capital Management's Salesforce position peaked at $15.5M in Q4 2024.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.