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LVW Advisors’s Salesforce CRM Stock Holding History

LVW Advisors’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 		$288K Sell
1,837
-1,225
-40% -$215K 0.02% 361
2026
Q1 		$572K Buy
3,062
+1,044
+52% +$216K 0.05% 190
2025
Q4 		$535K Buy
2,018
+173
+9% +$43K 0.05% 182
2025
Q3 		$437K Sell
1,845
-639
-26% -$161K 0.04% 214
2025
Q2 		$677K Buy
2,484
+87
+4% +$23.3K 0.07% 155
2025
Q1 		$643K Buy
2,397
+353
+17% +$110K 0.08% 150
2024
Q4 		$683K Buy
2,044
+198
+11% +$63.2K 0.08% 148
2024
Q3 		$505K Buy
1,846
+20
+1% +$5.12K 0.06% 185
2024
Q2 		$469K Sell
1,826
-7
-0.4% -$1.87K 0.07% 183
2024
Q1 		$552K Buy
1,833
+166
+10% +$47.9K 0.09% 155
2023
Q4 		$439K Buy
1,667
+317
+23% +$71.7K 0.08% 169
2023
Q3 		$274K Buy
+1,350
New +$292K 0.06% 182
2021
Q4 		– Sell
-1,082
Closed -$293K – 242
2021
Q3 		$293K Buy
1,082
+1
+0.1% +$254 0.05% 194
2021
Q2 		$264K Hold
1,081
– – 0.05% 196
2021
Q1 		$229K Sell
1,081
-330
-23% -$73.5K 0.04% 195
2020
Q4 		$314K Sell
1,411
-30
-2% -$7.3K 0.06% 162
2020
Q3 		$362K Buy
+1,441
New +$315K 0.08% 135

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

LVW Advisors's CRM Position: Q2 2026 in Review

LVW Advisors reduced its Salesforce (CRM) stake by 40% in Q2 2026, selling an estimated $215K and leaving 1,837 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #361.

LVW Advisors first reported a position in CRM in Q3 2020 and has held it in 17 quarters since. The position peaked at $683K in Q4 2024. 1,063 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • LVW Advisors held 1,837 shares of Salesforce worth $288K as of Q2 2026.
  • LVW Advisors sold 1,225 Salesforce shares in Q2 2026, an estimated $215K.
  • Salesforce made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #361 holding.
  • LVW Advisors first reported a position in Salesforce in Q3 2020 and has held it in 17 quarters since.
  • LVW Advisors's Salesforce position peaked at $683K in Q4 2024.
  • 1,063 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.