LWM
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Lyell Wealth Management’s Salesforce CRM Stock Holding History

Lyell Wealth 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 		$2.87M Sell
15,355
-36,739
-71% -$7.61M 0.21% 83
2025
Q4 		$13.8M Sell
52,094
-6,821
-12% -$1.7M 1% 36
2025
Q3 		$14M Sell
58,915
-5,893
-9% -$1.49M 1.04% 35
2025
Q2 		$17.7M Sell
64,808
-1,290
-2% -$345K 1.4% 19
2025
Q1 		$17.7M Buy
66,098
+1,896
+3% +$590K 1.66% 13
2024
Q4 		$21.5M Buy
64,202
+25
+0% +$7.98K 1.92% 12
2024
Q3 		$17.6M Sell
64,177
-103
-0.2% -$26.4K 1.6% 16
2024
Q2 		$16.5M Buy
64,280
+4,110
+7% +$1.1M 1.58% 15
2024
Q1 		$18.1M Sell
60,170
-437
-0.7% -$126K 1.84% 12
2023
Q4 		$15.9M Sell
60,607
-516
-0.8% -$117K 1.81% 11
2023
Q3 		$12.4M Sell
61,123
-1,552
-2% -$335K 1.67% 15
2023
Q2 		$13.2M Buy
62,675
+391
+0.6% +$79.8K 1.69% 13
2023
Q1 		$12.4M Sell
62,284
-722
-1% -$122K 1.74% 11
2022
Q4 		$8.35M Sell
63,006
-421
-0.7% -$61.4K 1.32% 24
2022
Q3 		$9.12M Buy
63,427
+1,412
+2% +$239K 1.55% 14
2022
Q2 		$10.2M Buy
62,015
+901
+1% +$159K 1.67% 14
2022
Q1 		$13M Buy
61,114
+384
+0.6% +$82.6K 1.67% 13
2021
Q4 		$15.4M Buy
60,730
+812
+1% +$228K 1.76% 14
2021
Q3 		$16.3M Buy
59,918
+1,380
+2% +$350K 1.98% 11
2021
Q2 		$14.3M Buy
58,538
+1,616
+3% +$372K 1.77% 13
2021
Q1 		$12.1M Buy
56,922
+5,703
+11% +$1.27M 1.76% 13
2020
Q4 		$11.4M Buy
51,219
+4,583
+10% +$1.11M 1.82% 14
2020
Q3 		$11.7M Buy
46,636
+35
+0.1% +$7.66K 2.2% 10
2020
Q2 		$8.73M Buy
46,601
+1,341
+3% +$226K 1.92% 15
2020
Q1 		$6.52M Buy
45,260
+2,275
+5% +$390K 1.95% 14
2019
Q4 		$6.99M Buy
42,985
+1,115
+3% +$175K 1.87% 14
2019
Q3 		$6.21M Buy
41,870
+1,537
+4% +$234K 1.87% 16
2019
Q2 		$6.12M Buy
40,333
+1,253
+3% +$196K 1.84% 13
2019
Q1 		$6.19M Buy
39,080
+3,692
+10% +$572K 2.07% 11
2018
Q4 		$4.85M Sell
35,388
-660
-2% -$90.8K 2.02% 12
2018
Q3 		$5.73M Sell
36,048
-1,435
-4% -$213K 1.93% 12
2018
Q2 		$5.11M Buy
37,483
+348
+0.9% +$44.4K 1.87% 14
2018
Q1 		$4.32M Buy
37,135
+955
+3% +$110K 1.6% 23
2017
Q4 		$3.7M Buy
36,180
+840
+2% +$85.6K 1.47% 27
2017
Q3 		$3.3M Sell
35,340
-110
-0.3% -$10.1K 1.43% 29
2017
Q2 		$3.07M Buy
35,450
+3,965
+13% +$345K 1.49% 27
2017
Q1 		$2.6M Buy
31,485
+230
+0.7% +$18.4K 1.41% 31
2016
Q4 		$2.14M Buy
+31,255
New +$2.27M 1.33% 36

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

Lyell Wealth Management's CRM Position: Q1 2026 in Review

Lyell Wealth Management reduced its Salesforce (CRM) stake by 71% in Q1 2026, selling an estimated $7.61M and leaving 15,355 shares worth $2.87M. The position accounts for 0.21% of the portfolio, ranked #83.

Lyell Wealth Management first reported a position in CRM in Q4 2016 and has held it in 38 quarters since. The position peaked at $21.5M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Lyell Wealth Management held 15,355 shares of Salesforce worth $2.87M as of Q1 2026.
  • Lyell Wealth Management sold 36,739 Salesforce shares in Q1 2026, an estimated $7.61M.
  • Salesforce made up 0.21% of Lyell Wealth Management's portfolio in Q1 2026, its #83 holding.
  • Lyell Wealth Management first reported a position in Salesforce in Q4 2016 and has held it in 38 quarters since.
  • Lyell Wealth Management's Salesforce position peaked at $21.5M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.