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RD Lewis Holdings’s Salesforce CRM Stock Holding History

RD Lewis Holdings’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 		$291K Sell
1,466
-120
-8% -$21.1K 0.22% 77
2026
Q1 		$271K Sell
1,586
-100
-6% -$20.7K 0.23% 71
2025
Q4 		$331K Hold
1,686
– – 0.28% 67
2025
Q3 		$415K Sell
1,686
-5
-0.3% -$1.26K 0.39% 56
2025
Q2 		$407K Hold
1,691
– – 0.41% 58
2025
Q1 		$465K Hold
1,691
– – 0.53% 50
2024
Q4 		$551K Buy
+1,691
New +$540K 0.61% 47

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RD Lewis Holdings's CRM Position: Q2 2026 in Review

RD Lewis Holdings reduced its Salesforce (CRM) stake by 7.6% in Q2 2026, selling an estimated $21.1K and leaving 1,466 shares worth $291K. The position accounts for 0.22% of the portfolio, ranked #77.

RD Lewis Holdings first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $551K in Q4 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • RD Lewis Holdings held 1,466 shares of Salesforce worth $291K as of Q2 2026.
  • RD Lewis Holdings sold 120 Salesforce shares in Q2 2026, an estimated $21.1K.
  • Salesforce made up 0.22% of RD Lewis Holdings's portfolio in Q2 2026, its #77 holding.
  • RD Lewis Holdings first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • RD Lewis Holdings's Salesforce position peaked at $551K in Q4 2024.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.