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Belmont Capital’s Salesforce CRM Stock Holding History

Belmont Capital’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 		$428K Sell
1,570
-5,000
-76% -$1.34M 0.07% 79
2025
Q1 		$1.76M Buy
6,570
+1,570
+31% +$488K 0.32% 27
2024
Q4 		$1.67M Sell
5,000
-1,570
-24% -$501K 0.27% 26
2024
Q3 		$1.8M Buy
6,570
+4,403
+203% +$1.13M 0.3% 31
2024
Q2 		$557K Buy
2,167
+1,969
+994% +$527K 0.1% 71
2024
Q1 		$59.6K Buy
198
+97
+96% +$28K 0.02% 120
2023
Q4 		$26.6K Hold
101
– – 0.01% 117
2023
Q3 		$20.5K Hold
101
– – 0.01% 117
2023
Q2 		$21.3K Buy
+101
New +$20.6K 0.01% 99

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

Belmont Capital's CRM Position: Q2 2025 in Review

Belmont Capital reduced its Salesforce (CRM) stake by 76% in Q2 2025, selling an estimated $1.34M and leaving 1,570 shares worth $428K. The position accounts for 0.07% of the portfolio, ranked #79.

Belmont Capital first reported a position in CRM in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.8M in Q3 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Belmont Capital held 1,570 shares of Salesforce worth $428K as of Q2 2025.
  • Belmont Capital sold 5,000 Salesforce shares in Q2 2025, an estimated $1.34M.
  • Salesforce made up 0.07% of Belmont Capital's portfolio in Q2 2025, its #79 holding.
  • Belmont Capital first reported a position in Salesforce in Q2 2023 and has held it in 9 quarters since.
  • Belmont Capital's Salesforce position peaked at $1.8M in Q3 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.