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Battery Global Advisors’s Salesforce CRM Stock Holding History

Battery Global Advisors’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
-1,914
Closed -$523K – 149
2025
Q2 		$523K Hold
1,914
– – 0.26% 28
2025
Q1 		$514K Hold
1,914
– – 0.29% 28
2024
Q4 		$641K Hold
1,914
– – 0.34% 26
2024
Q3 		$525K Hold
1,914
– – 0.29% 29
2024
Q2 		$492K Hold
1,914
– – 0.33% 25
2024
Q1 		$577K Hold
1,914
– – 0.47% 19
2023
Q4 		$504K Buy
+1,914
New +$433K 0.39% 29

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Battery Global Advisors's CRM Position: Q3 2025 in Review

Battery Global Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,914 shares — an estimated $523K sold.

Battery Global Advisors first reported a position in CRM in Q4 2023 and held it in 7 quarters. The position peaked at $641K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Battery Global Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Battery Global Advisors sold 1,914 Salesforce shares in Q3 2025, an estimated $523K.
  • Battery Global Advisors first reported a position in Salesforce in Q4 2023 and held it in 7 quarters.
  • Battery Global Advisors's Salesforce position peaked at $641K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Battery Global Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.