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Austin Asset Management’s Salesforce CRM Stock Holding History

Austin Asset 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
Q2 		– Sell
-815
Closed -$219K – 78
2025
Q1 		$219K Buy
815
+175
+27% +$54.4K 0.05% 73
2024
Q4 		$214K Buy
+640
New +$204K 0.04% 67

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Austin Asset Management's CRM Position: Q2 2025 in Review

Austin Asset Management sold out of Salesforce (CRM) in Q2 2025, closing a stake of 815 shares — an estimated $219K sold.

Austin Asset Management first reported a position in CRM in Q4 2024 and held it in 2 quarters. The position peaked at $219K in Q1 2025. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Austin Asset Management reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Austin Asset Management sold 815 Salesforce shares in Q2 2025, an estimated $219K.
  • Austin Asset Management first reported a position in Salesforce in Q4 2024 and held it in 2 quarters.
  • Austin Asset Management's Salesforce position peaked at $219K in Q1 2025.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Austin Asset Management's 13F filing for Q2 2025, filed 23 Jul 2025.