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Bowen Hanes & Co’s Salesforce CRM Stock Holding History

Bowen Hanes & Co’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
-1,200
Closed -$327K – 151
2025
Q2 		$327K Sell
1,200
-5,325
-82% -$1.42M 0.01% 131
2025
Q1 		$1.75M Sell
6,525
-107,855
-94% -$33.5M 0.05% 96
2024
Q4 		$38.2M Buy
+114,380
New +$36.5M 1.03% 41

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

Bowen Hanes & Co's CRM Position: Q3 2025 in Review

Bowen Hanes & Co sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,200 shares — an estimated $327K sold.

Bowen Hanes & Co first reported a position in CRM in Q4 2024 and held it in 3 quarters. The position peaked at $38.2M in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Bowen Hanes & Co reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Bowen Hanes & Co sold 1,200 Salesforce shares in Q3 2025, an estimated $327K.
  • Bowen Hanes & Co first reported a position in Salesforce in Q4 2024 and held it in 3 quarters.
  • Bowen Hanes & Co's Salesforce position peaked at $38.2M in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Bowen Hanes & Co's 13F filing for Q3 2025, filed 10 Nov 2025.