Salomon & Ludwin’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$97K Sell
594
-9
-1% -$1.58K 0.01% 284
2026
Q1
$113K Buy
603
+85
+16% +$17.6K 0.01% 226
2025
Q4
$133K Buy
518
+42
+9% +$10.4K 0.01% 197
2025
Q3
$114K Buy
+476
New +$120K 0.01% 210
2024
Q3
Sell
-12
Closed -$3.08K 736
2024
Q2
$3.08K Sell
12
-53
-82% -$14.2K ﹤0.01% 569
2024
Q1
$19.6K Buy
+65
New +$18.8K ﹤0.01% 472

Other funds holding CRM

Salomon & Ludwin's CRM Position: Q2 2026 in Review

Salomon & Ludwin reduced its Salesforce (CRM) stake by 1.5% in Q2 2026, selling an estimated $1.58K and leaving 594 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #284.

Salomon & Ludwin first reported a position in CRM in Q1 2024 and has held it in 6 quarters since. The position peaked at $133K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Salomon & Ludwin held 594 shares of Salesforce worth $97K as of Q2 2026.
  • Salomon & Ludwin sold 9 Salesforce shares in Q2 2026, an estimated $1.58K.
  • Salesforce made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #284 holding.
  • Salomon & Ludwin first reported a position in Salesforce in Q1 2024 and has held it in 6 quarters since.
  • Salomon & Ludwin's Salesforce position peaked at $133K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.