Amica Retiree Medical Trust’s Salesforce CRM Stock Holding History

Amica Retiree Medical Trust’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	$755K	Hold	3,184	–	–	1.03%	29
2025 Q2	$868K	Hold	3,184	–	–	1.25%	20
2025 Q1	$854K	Sell	3,184 -773	-20%	-$240K	1.3%	20
2024 Q4	$1.32M	Sell	3,957 -346	-8%	-$110K	1.25%	16
2024 Q3	$1.18M	Buy	+4,303	New	+$1.1M	0.98%	24
2023 Q3	$1.46M	Hold	7,205	–	–	1.72%	14
2023 Q2	$1.52M	Sell	7,205 -460	-6%	-$93.9K	1.7%	13
2023 Q1	$1.53M	Sell	7,665 -2,330	-23%	-$394K	1.62%	14
2022 Q4	$1.32M	Buy	9,995 +1,771	+22%	+$258K	1.7%	14
2022 Q3	$1.18M	Buy	8,224 +480	+6%	+$81.4K	1.48%	15
2022 Q2	$1.28M	Buy	7,744 +3,910	+102%	+$691K	1.45%	14
2022 Q1	$814K	Buy	+3,834	New	+$825K	0.76%	42

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

Amica Retiree Medical Trust's CRM Position: Q3 2025 in Review

Amica Retiree Medical Trust held its Salesforce (CRM) position steady in Q3 2025 at 3,184 shares worth $755K. The position accounts for 1.03% of the portfolio, ranked #29.

Amica Retiree Medical Trust first reported a position in CRM in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.53M in Q1 2023. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Amica Retiree Medical Trust held 3,184 shares of Salesforce worth $755K as of Q3 2025.
Amica Retiree Medical Trust left its Salesforce share count unchanged in Q3 2025.
Salesforce made up 1.03% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #29 holding.
Amica Retiree Medical Trust first reported a position in Salesforce in Q1 2022 and has held it in 12 quarters since.
Amica Retiree Medical Trust's Salesforce position peaked at $1.53M in Q1 2023.
2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.