Beck Capital Management’s Salesforce CRM Stock Holding History

Beck 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 Q3	–	Sell	-9,911	Closed	-$2.7M	–	130
2025 Q2	$2.7M	Buy	9,911 +3,866	+64%	+$1.03M	0.67%	50
2025 Q1	$1.62M	Sell	6,045 -307	-5%	-$95.5K	0.48%	67
2024 Q4	$2.12M	Buy	+6,352	New	+$2.03M	0.56%	61
2024 Q2	–	Sell	-17,897	Closed	-$5.39M	–	111
2024 Q1	$5.39M	Buy	17,897 +13	+0.1%	+$3.75K	1.55%	19
2023 Q4	$4.71M	Buy	17,884 +4,645	+35%	+$1.05M	1.61%	20
2023 Q3	$2.68M	Buy	13,239 +4,922	+59%	+$1.06M	1.04%	41
2023 Q2	$1.76M	Buy	+8,317	New	+$1.7M	0.69%	56
2021 Q1	–	Sell	-6,856	Closed	-$1.53M	–	116
2020 Q4	$1.53M	Buy	+6,856	New	+$1.67M	0.63%	56
2016 Q1	–	Sell	-2,750	Closed	-$216K	–	100
2015 Q4	$216K	Buy	+2,750	New	+$215K	0.13%	108

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

Beck Capital Management's CRM Position: Q3 2025 in Review

Beck Capital Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 9,911 shares — an estimated $2.7M sold.

Beck Capital Management first reported a position in CRM in Q4 2015 and held it in 9 quarters. The position peaked at $5.39M in Q1 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Beck Capital Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Beck Capital Management sold 9,911 Salesforce shares in Q3 2025, an estimated $2.7M.
Beck Capital Management first reported a position in Salesforce in Q4 2015 and held it in 9 quarters.
Beck Capital Management's Salesforce position peaked at $5.39M in Q1 2024.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Beck Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.