Yield Theory

Lisa McClain · CRM

Lisa McClain's CRM trades

Every Salesforce, Inc. transaction Lisa McClain reported to the House Clerk in 2025 and 2026, from the original periodic transaction reports.
Transactions
5
Buys / sells
2 / 3
Disclosed range
$5K – $75K
Last filed
2025-08-13

CRM transactions reported by Lisa McClain

5 of 5 rows
TypeOwner
Salesforce, Inc. Common Stock
CRM
SaleSpouse$1,001 - $15,0002025-08-13
#20030891
Salesforce, Inc. Common Stock
CRM
SaleSpouse$1,001 - $15,0002025-08-13
#20030891
Salesforce, Inc. Common Stock
CRM
PurchaseSpouse$1,001 - $15,0002025-08-13
#20030891
Salesforce, Inc. Common Stock
CRM
SaleSpouse$1,001 - $15,0002025-08-13
#20030891
Salesforce, Inc. Common Stock
CRM
PurchaseSpouse$1,001 - $15,0002025-08-13
#20030891

A row is a disclosure, not an execution record: the filing reports a date, a bracket, and the reported owner, but not the price, share count, or reason. Compare the trade date with the filing date to see how long the transaction stayed private.

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A STOCK Act row is evidence, not a model portfolio. Membership is the sourced monthly thesis around it.

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Lisa McClain and CRM — questions

Did Lisa McClain buy or sell CRM?

House Clerk filings for 2025 and 2026 show 2 purchases and 3 sales of Salesforce, Inc. (CRM) reported by Lisa McClain, between 2024-12-11 and 2025-07-16. Reported owner: Spouse.

How much CRM did Lisa McClain trade?

Filings disclose brackets, not exact values. Summing the low and high ends of each bracket gives $5K – $75K across 5 transactions. Yield Theory does not estimate share counts, prices, or gains from these ranges.

When was the last CRM filing by Lisa McClain?

The most recent periodic transaction report containing a CRM row was filed on 2025-08-13. New filings appear in the House Clerk index and are picked up when the dataset is refreshed.

Yield Theory is not affiliated with any elected official or with Salesforce, Inc.. Rows are parsed from public House Clerk periodic transaction reports; amounts are reported brackets and filings can be amended. This page is educational and is not investment advice.

Don’t copy the filing. Read the thesis.

Lisa McClain CRM disclosures are delayed, ranged, and often a spouse. Members get the monthly call that treats those rows as one input, then names catalysts, risks, and what would change the view. $15/month or $150/year.

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