Aft Forsyth & Sober’s Salesforce CRM Stock Holding History

Aft Forsyth & Sober’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	-9,500	Closed	-$2.59M	–	57
2025 Q2	$2.59M	Buy	9,500 +250	+3%	+$66.8K	0.87%	31
2025 Q1	$2.48M	Buy	9,250 +100	+1%	+$31.1K	0.87%	38
2024 Q4	$3.06M	Hold	9,150	–	–	0.99%	27
2024 Q3	$2.5M	Hold	9,150	–	–	0.82%	35
2024 Q2	$2.35M	Hold	9,150	–	–	0.81%	36
2024 Q1	$2.76M	Hold	9,150	–	–	0.97%	27
2023 Q4	$2.41M	Buy	9,150 +4,450	+95%	+$1.01M	0.93%	27
2023 Q3	$953K	Hold	4,700	–	–	0.4%	72
2023 Q2	$993K	Buy	4,700 +150	+3%	+$30.6K	0.41%	74
2023 Q1	$909K	Sell	4,550 -150	-3%	-$25.3K	0.46%	72
2022 Q4	$623K	Hold	4,700	–	–	0.28%	79
2022 Q3	$676K	Hold	4,700	–	–	0.33%	77
2022 Q2	$776K	Hold	4,700	–	–	0.36%	77
2022 Q1	$998K	Hold	4,700	–	–	0.39%	78
2021 Q4	$1.19M	Hold	4,700	–	–	0.42%	66
2021 Q3	$1.27M	Hold	4,700	–	–	0.48%	56
2021 Q2	$1.15M	Hold	4,700	–	–	0.43%	57
2021 Q1	$995K	Buy	4,700 +2,350	+100%	+$523K	0.41%	64
2020 Q4	$523K	Buy	2,350 +2,200	+1,467%	+$535K	0.4%	34
2020 Q3	$38K	Sell	150 -200	-57%	-$43.8K	0.29%	22
2020 Q2	$66K	Buy	+350	New	+$59K	0.47%	26
2020 Q1	–	Sell	-710	Closed	-$115K	–	35
2019 Q4	$115K	Buy	+710	New	+$111K	0.11%	28

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

Aft Forsyth & Sober's CRM Position: Q3 2025 in Review

Aft Forsyth & Sober sold out of Salesforce (CRM) in Q3 2025, closing a stake of 9,500 shares — an estimated $2.59M sold.

Aft Forsyth & Sober first reported a position in CRM in Q4 2019 and held it in 22 quarters. The position peaked at $3.06M in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Aft Forsyth & Sober reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Aft Forsyth & Sober sold 9,500 Salesforce shares in Q3 2025, an estimated $2.59M.
Aft Forsyth & Sober first reported a position in Salesforce in Q4 2019 and held it in 22 quarters.
Aft Forsyth & Sober's Salesforce position peaked at $3.06M in Q4 2024.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Aft Forsyth & Sober's 13F filing for Q3 2025, filed 5 Nov 2025.