Alua Capital Management’s Salesforce CRM Stock Holding History

Alua Capital 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	–	Sell	-103,089	Closed	-$24.4M	–	20
2025 Q3	$24.4M	Hold	103,089	–	–	1.69%	18
2025 Q2	$28.1M	Hold	103,089	–	–	1.93%	16
2025 Q1	$27.7M	Sell	103,089 -218,866	-68%	-$68.1M	2.16%	16
2024 Q4	$108M	Hold	321,955	–	–	6.69%	6
2024 Q3	$88.1M	Sell	321,955 -108,900	-25%	-$27.9M	5.96%	9
2024 Q2	$111M	Hold	430,855	–	–	4.81%	11
2024 Q1	$130M	Buy	430,855 +108,900	+34%	+$31.4M	5.31%	7
2023 Q4	$84.7M	Hold	321,955	–	–	4.92%	8
2023 Q3	$65.3M	Hold	321,955	–	–	3.86%	10
2023 Q2	$68M	Sell	321,955 -278,100	-46%	-$56.8M	4.67%	9
2023 Q1	$120M	Buy	600,055 +193,000	+47%	+$32.6M	10.08%	2
2022 Q4	$54M	Buy	407,055 +2,455	+0.6%	+$358K	4.66%	6
2022 Q3	$58.2M	Buy	404,600 +79,300	+24%	+$13.4M	4.75%	6
2022 Q2	$53.7M	Buy	+325,300	New	+$57.5M	4.68%	9

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Alua Capital Management's CRM Position: Q4 2025 in Review

Alua Capital Management sold out of Salesforce (CRM) in Q4 2025, closing a stake of 103,089 shares — an estimated $24.4M sold.

Alua Capital Management first reported a position in CRM in Q2 2022 and held it in 14 quarters. The position peaked at $130M in Q1 2024. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Alua Capital Management reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Alua Capital Management sold 103,089 Salesforce shares in Q4 2025, an estimated $24.4M.
Alua Capital Management first reported a position in Salesforce in Q2 2022 and held it in 14 quarters.
Alua Capital Management's Salesforce position peaked at $130M in Q1 2024.
2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

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