Account Management’s Salesforce CRM Stock Holding History

Account 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
2025 Q3	–	Sell	-740	Closed	-$202K	–	25
2025 Q2	$202K	Buy	+740	New	+$198K	0.22%	25
2025 Q1	–	Sell	-865	Closed	-$289K	–	25
2024 Q4	$289K	Hold	865	–	–	0.34%	23
2024 Q3	$237K	Sell	865 -75	-8%	-$19.2K	0.28%	24
2024 Q2	$242K	Sell	940 -30	-3%	-$8.03K	0.27%	24
2024 Q1	$292K	Hold	970	–	–	0.32%	21
2023 Q4	$255K	Buy	+970	New	+$220K	0.31%	22
2023 Q3	–	Sell	-1,005	Closed	-$212K	–	24
2023 Q2	$212K	Sell	1,005 -85	-8%	-$17.4K	0.28%	19
2023 Q1	$218K	Buy	+1,090	New	+$184K	0.28%	21
2016 Q4	–	Sell	-14,975	Closed	-$1.07M	–	22
2016 Q3	$1.07M	Sell	14,975 -2,600	-15%	-$203K	1.46%	15
2016 Q2	$1.4M	Buy	17,575 +230	+1%	+$18.1K	1.81%	15
2016 Q1	$1.28M	Buy	+17,345	New	+$1.19M	1.45%	18

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Account Management's CRM Position: Q3 2025 in Review

Account Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 740 shares — an estimated $202K sold.

Account Management first reported a position in CRM in Q1 2016 and held it in 11 quarters. The position peaked at $1.4M in Q2 2016. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Account Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Account Management sold 740 Salesforce shares in Q3 2025, an estimated $202K.
Account Management first reported a position in Salesforce in Q1 2016 and held it in 11 quarters.
Account Management's Salesforce position peaked at $1.4M in Q2 2016.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Account Management's 13F filing for Q3 2025, filed 7 Nov 2025.