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Brad Gerstner’s Salesforce CRM Stock Holding History

Brad Gerstner’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
Q1 		– Sell
-271,725
Closed -$90.8M – 23
2024
Q4 		$90.8M Sell
271,725
-186,010
-41% -$59.4M 1.64% 16
2024
Q3 		$125M Buy
457,735
+94,145
+26% +$24.1M 1.86% 12
2024
Q2 		$93.5M Buy
+363,590
New +$97.3M 1.39% 12
2021
Q2 		– Sell
-1,454,989
Closed -$308M – 36
2021
Q1 		$308M Sell
1,454,989
-1,511,734
-51% -$337M 2.2% 7
2020
Q4 		$660M Hold
2,966,723
– – 6.11% 5
2020
Q3 		$746M Sell
2,966,723
-187,100
-6% -$41M 12.59% 3
2020
Q2 		$591M Hold
3,153,823
– – 12.5% 4
2020
Q1 		$454M Sell
3,153,823
-980,080
-24% -$168M 13.63% 3
2019
Q4 		$672M Hold
4,133,903
– – 15.02% 3
2019
Q3 		$614M Buy
4,133,903
+3,853,903
+1,376% +$586M 14.97% 3
2019
Q2 		$42.5M Buy
280,000
+15,000
+6% +$2.35M 1.16% 9
2019
Q1 		$42M Hold
265,000
– – 1.44% 9
2018
Q4 		$36.3M Buy
265,000
+70,000
+36% +$9.63M 1.32% 9
2018
Q3 		$31M Buy
195,000
+21,560
+12% +$3.2M 1.21% 11
2018
Q2 		$23.7M Buy
173,440
+28,440
+20% +$3.63M 1.11% 10
2018
Q1 		$16.9M Buy
145,000
+40,000
+38% +$4.59M 0.84% 11
2017
Q4 		$10.7M Sell
105,000
-25,000
-19% -$2.55M 0.56% 11
2017
Q3 		$12.1M Hold
130,000
– – 0.57% 13
2017
Q2 		$11.3M Hold
130,000
– – 0.47% 15
2017
Q1 		$10.7M Sell
130,000
-25,000
-16% -$2M 0.5% 15
2016
Q4 		$10.6M Buy
+155,000
New +$11.2M 0.54% 15

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Brad Gerstner's CRM Position: Q1 2025 in Review

Brad Gerstner sold out of Salesforce (CRM) in Q1 2025, closing a stake of 271,725 shares — an estimated $90.8M sold.

Brad Gerstner first reported a position in CRM in Q4 2016 and held it in 21 quarters. The position peaked at $746M in Q3 2020. 2,951 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Brad Gerstner reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Brad Gerstner sold 271,725 Salesforce shares in Q1 2025, an estimated $90.8M.
  • Brad Gerstner first reported a position in Salesforce in Q4 2016 and held it in 21 quarters.
  • Brad Gerstner's Salesforce position peaked at $746M in Q3 2020.
  • 2,951 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Altimeter Capital Management's 13F filing for Q1 2025, filed 15 May 2025.