MLL
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Moody Lynn & Lieberson’s Salesforce CRM Stock Holding History

Moody Lynn & Lieberson’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 		$347K Sell
2,213
-2,298
-51% -$404K 0.02% 206
2026
Q1 		$842K Sell
4,511
-72
-2% -$14.9K 0.05% 126
2025
Q4 		$1.21M Sell
4,583
-54
-1% -$13.4K 0.06% 105
2025
Q3 		$1.1M Buy
4,637
+9
+0.2% +$2.27K 0.06% 113
2025
Q2 		$1.26M Sell
4,628
-368
-7% -$98.4K 0.07% 107
2025
Q1 		$1.34M Sell
4,996
-10
-0.2% -$3.11K 0.09% 99
2024
Q4 		$1.67M Hold
5,006
– – 0.1% 90
2024
Q3 		$1.37M Sell
5,006
-290
-5% -$74.3K 0.08% 108
2024
Q2 		$1.36M Sell
5,296
-13,708
-72% -$3.67M 0.09% 103
2024
Q1 		$5.72M Buy
19,004
+12,038
+173% +$3.47M 0.38% 50
2023
Q4 		$1.83M Buy
6,966
+360
+5% +$81.5K 0.14% 89
2023
Q3 		$1.34M Sell
6,606
-15,077
-70% -$3.26M 0.11% 92
2023
Q2 		$4.58M Buy
21,683
+16,712
+336% +$3.41M 0.37% 54
2023
Q1 		$993K Sell
4,971
-550
-10% -$92.9K 0.09% 110
2022
Q4 		$732K Sell
5,521
-5
-0.1% -$730 0.07% 127
2022
Q3 		$795K Sell
5,526
-13,750
-71% -$2.33M 0.08% 113
2022
Q2 		$3.18M Buy
19,276
+13,640
+242% +$2.41M 0.29% 68
2022
Q1 		$1.2M Sell
5,636
-18,025
-76% -$3.88M 0.09% 105
2021
Q4 		$6.01M Sell
23,661
-2,775
-10% -$780K 0.4% 57
2021
Q3 		$7.17M Buy
26,436
+20,663
+358% +$5.25M 0.54% 49
2021
Q2 		$1.41M Sell
5,773
-55
-0.9% -$12.7K 0.11% 101
2021
Q1 		$1.24M Sell
5,828
-30,674
-84% -$6.83M 0.1% 99
2020
Q4 		$8.12M Sell
36,502
-407
-1% -$99K 0.7% 44
2020
Q3 		$9.28M Sell
36,909
-21,704
-37% -$4.75M 0.92% 35
2020
Q2 		$11M Buy
58,613
+15,611
+36% +$2.63M 1.19% 31
2020
Q1 		$6.19K Buy
43,002
+13,725
+47% +$2.35M 0.85% 37
2019
Q4 		$4.76M Sell
29,277
-12,404
-30% -$1.94M 0.46% 62
2019
Q3 		$6.19M Sell
41,681
-6,936
-14% -$1.05M 0.69% 51
2019
Q2 		$7.38M Sell
48,617
-40,994
-46% -$6.42M 0.81% 42
2019
Q1 		$14.2M Buy
89,611
+68,179
+318% +$10.6M 1.63% 23
2018
Q4 		$2.94M Sell
21,432
-37,810
-64% -$5.2M 0.39% 57
2018
Q3 		$9.42M Sell
59,242
-7,324
-11% -$1.09M 1% 35
2018
Q2 		$9.08M Buy
66,566
+9,189
+16% +$1.17M 1.07% 34
2018
Q1 		$6.67M Sell
57,377
-6,713
-10% -$771K 0.81% 38
2017
Q4 		$7.19M Buy
64,090
+4,700
+8% +$479K 0.77% 42
2017
Q3 		$5.55M Buy
59,390
+46,560
+363% +$4.28M 0.67% 46
2017
Q2 		$1.11M Buy
+12,830
New +$1.12M 0.15% 95
2016
Q2 		– Sell
-9,507
Closed -$702K – 153
2016
Q1 		$702K Sell
9,507
-12,046
-56% -$830K 0.11% 91
2015
Q4 		$1.69M Buy
21,553
+6,485
+43% +$506K 0.27% 84
2015
Q3 		$1.05M Buy
+15,068
New +$1.07M 0.2% 76

Other funds holding CRM

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Moody Lynn & Lieberson's CRM Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Salesforce (CRM) stake by 51% in Q2 2026, selling an estimated $404K and leaving 2,213 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #206.

Moody Lynn & Lieberson first reported a position in CRM in Q3 2015 and has held it in 40 quarters since. The position peaked at $14.2M in Q1 2019. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Moody Lynn & Lieberson held 2,213 shares of Salesforce worth $347K as of Q2 2026.
  • Moody Lynn & Lieberson sold 2,298 Salesforce shares in Q2 2026, an estimated $404K.
  • Salesforce made up 0.02% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #206 holding.
  • Moody Lynn & Lieberson first reported a position in Salesforce in Q3 2015 and has held it in 40 quarters since.
  • Moody Lynn & Lieberson's Salesforce position peaked at $14.2M in Q1 2019.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.