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BlueSpruce Investments’s Salesforce CRM Stock Holding History

BlueSpruce Investments’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
-2,728
Closed -$647K – 20
2025
Q3 		$647K Sell
2,728
-907,189
-100% -$229M 0.01% 22
2025
Q2 		$248M Sell
909,917
-35,477
-4% -$9.48M 5.78% 10
2025
Q1 		$254M Buy
945,394
+117,735
+14% +$36.6M 5.92% 11
2024
Q4 		$277M Sell
827,659
-1,057,557
-56% -$338M 5.62% 9
2024
Q3 		$516M Sell
1,885,216
-25,992
-1% -$6.66M 9.51% 2
2024
Q2 		$491M Buy
1,911,208
+54,855
+3% +$14.7M 9.02% 4
2024
Q1 		$559M Sell
1,856,353
-296,486
-14% -$85.5M 10% 4
2023
Q4 		$566M Sell
2,152,839
-800,156
-27% -$181M 10.82% 6
2023
Q3 		$599M Buy
2,952,995
+243,789
+9% +$52.7M 10.91% 5
2023
Q2 		$572M Sell
2,709,206
-174,943
-6% -$35.7M 9.85% 6
2023
Q1 		$576M Sell
2,884,149
-545,662
-16% -$92.2M 10.42% 5
2022
Q4 		$455M Buy
3,429,811
+589,840
+21% +$86.1M 8.74% 5
2022
Q3 		$409M Buy
2,839,971
+821,299
+41% +$139M 8.35% 6
2022
Q2 		$333M Buy
+2,018,672
New +$357M 6.42% 8

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlueSpruce Investments's CRM Position: Q4 2025 in Review

BlueSpruce Investments sold out of Salesforce (CRM) in Q4 2025, closing a stake of 2,728 shares — an estimated $647K sold.

BlueSpruce Investments first reported a position in CRM in Q2 2022 and held it in 14 quarters. The position peaked at $599M in Q3 2023. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • BlueSpruce Investments reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • BlueSpruce Investments sold 2,728 Salesforce shares in Q4 2025, an estimated $647K.
  • BlueSpruce Investments first reported a position in Salesforce in Q2 2022 and held it in 14 quarters.
  • BlueSpruce Investments's Salesforce position peaked at $599M in Q3 2023.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on BlueSpruce Investments's 13F filing for Q4 2025, filed 17 Feb 2026.