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Advanced Portfolio Management’s Salesforce CRM Stock Holding History

Advanced Portfolio 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
Q4 		$1.32M Buy
+4,995
New +$1.24M 4.04% 8
2023
Q3 		– Sell
-2,143
Closed -$453K – 78
2023
Q2 		$453K Buy
+2,143
New +$437K 0.41% 56

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Advanced Portfolio Management's CRM Position: Q4 2025 in Review

Advanced Portfolio Management opened a new position in Salesforce (CRM) in Q4 2025: 4,995 shares worth $1.32M. The stake represents 4.04% of the portfolio and ranks #8 among its holdings. This is a return to the name: Advanced Portfolio Management previously reported a position in CRM as recently as Q2 2023.

Advanced Portfolio Management first reported a position in CRM in Q2 2023 and has held it in 2 quarters since. 2,953 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Advanced Portfolio Management held 4,995 shares of Salesforce worth $1.32M as of Q4 2025.
  • Salesforce was a new Advanced Portfolio Management position in Q4 2025.
  • Salesforce made up 4.04% of Advanced Portfolio Management's portfolio in Q4 2025, its #8 holding.
  • Advanced Portfolio Management first reported a position in Salesforce in Q2 2023 and has held it in 2 quarters since.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Advanced Portfolio Management's 13F filing for Q4 2025, filed 17 Feb 2026.