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Bramshill Investments’s Salesforce CRM Stock Holding History

Bramshill 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
Q2 		– Sell
-1,100
Closed -$295K – 153
2025
Q1 		$295K Hold
1,100
– – 0.03% 127
2024
Q4 		$368K Hold
1,100
– – 0.06% 125
2024
Q3 		$301K Buy
+1,100
New +$282K 0.03% 120
2019
Q1 		– Sell
-73
Closed -$10K – 125
2018
Q4 		$10K Hold
73
– – ﹤0.01% 147
2018
Q3 		$12K Buy
+73
New +$10.8K ﹤0.01% 162

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

Bramshill Investments's CRM Position: Q2 2025 in Review

Bramshill Investments sold out of Salesforce (CRM) in Q2 2025, closing a stake of 1,100 shares — an estimated $295K sold.

Bramshill Investments first reported a position in CRM in Q3 2018 and held it in 5 quarters. The position peaked at $368K in Q4 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Bramshill Investments reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Bramshill Investments sold 1,100 Salesforce shares in Q2 2025, an estimated $295K.
  • Bramshill Investments first reported a position in Salesforce in Q3 2018 and held it in 5 quarters.
  • Bramshill Investments's Salesforce position peaked at $368K in Q4 2024.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Bramshill Investments's 13F filing for Q2 2025, filed 14 Aug 2025.