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Avala Global’s Salesforce CRM Stock Holding History

Avala Global’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
-105,400
Closed -$28.3M – 25
2025
Q1 		$28.3M Buy
105,400
+23,200
+28% +$7.22M 1.93% 20
2024
Q4 		$27.5M Buy
+82,200
New +$26.2M 1.71% 23
2024
Q2 		– Sell
-192,485
Closed -$58M – 26
2024
Q1 		$58M Buy
192,485
+73,285
+61% +$21.1M 4.23% 14
2023
Q4 		$31.4M Buy
119,200
+1,300
+1% +$294K 2.42% 18
2023
Q3 		$23.9M Buy
+117,900
New +$25.5M 2.32% 15

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

Avala Global's CRM Position: Q2 2025 in Review

Avala Global sold out of Salesforce (CRM) in Q2 2025, closing a stake of 105,400 shares — an estimated $28.3M sold.

Avala Global first reported a position in CRM in Q3 2023 and held it in 5 quarters. The position peaked at $58M in Q1 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Avala Global reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Avala Global sold 105,400 Salesforce shares in Q2 2025, an estimated $28.3M.
  • Avala Global first reported a position in Salesforce in Q3 2023 and held it in 5 quarters.
  • Avala Global's Salesforce position peaked at $58M in Q1 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Avala Global's 13F filing for Q2 2025, filed 14 Aug 2025.