Berbice Capital Management’s Salesforce CRM Stock Holding History

Berbice 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 Q4	–	Sell	-60	Closed	-$14.2K	–	159
2025 Q3	$14.2K	Sell	60 -2,110	-97%	-$532K	0.01%	155
2025 Q2	$592K	Hold	2,170	–	–	0.41%	25
2025 Q1	$582K	Sell	2,170 -10	-0.5%	-$3.11K	0.5%	27
2024 Q4	$729K	Buy	+2,180	New	+$696K	0.58%	24

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Berbice Capital Management's CRM Position: Q4 2025 in Review

Berbice Capital Management sold out of Salesforce (CRM) in Q4 2025, closing a stake of 60 shares — an estimated $14.2K sold.

Berbice Capital Management first reported a position in CRM in Q4 2024 and held it in 4 quarters. The position peaked at $729K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Berbice Capital Management reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Berbice Capital Management sold 60 Salesforce shares in Q4 2025, an estimated $14.2K.
Berbice Capital Management first reported a position in Salesforce in Q4 2024 and held it in 4 quarters.
Berbice Capital Management's Salesforce position peaked at $729K in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Berbice Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.