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Breed's Hill Capital’s Salesforce CRM Stock Holding History

Breed's Hill Capital’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 		$418K Sell
1,533
-201
-12% -$53.7K 0.2% 79
2025
Q1 		$465K Buy
1,734
+42
+2% +$13.1K 0.25% 66
2024
Q4 		$566K Buy
1,692
+652
+63% +$208K 0.3% 51
2024
Q3 		$285K Sell
1,040
-27
-3% -$6.92K 0.23% 76
2024
Q2 		$274K Hold
1,067
– – 0.24% 67
2024
Q1 		$321K Hold
1,067
– – 0.3% 61
2023
Q4 		$281K Buy
+1,067
New +$241K 0.27% 58

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Breed's Hill Capital's CRM Position: Q2 2025 in Review

Breed's Hill Capital reduced its Salesforce (CRM) stake by 12% in Q2 2025, selling an estimated $53.7K and leaving 1,533 shares worth $418K. The position accounts for 0.2% of the portfolio, ranked #79.

Breed's Hill Capital first reported a position in CRM in Q4 2023 and has held it in 7 quarters since. The position peaked at $566K in Q4 2024. 2,959 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Breed's Hill Capital held 1,533 shares of Salesforce worth $418K as of Q2 2025.
  • Breed's Hill Capital sold 201 Salesforce shares in Q2 2025, an estimated $53.7K.
  • Salesforce made up 0.2% of Breed's Hill Capital's portfolio in Q2 2025, its #79 holding.
  • Breed's Hill Capital first reported a position in Salesforce in Q4 2023 and has held it in 7 quarters since.
  • Breed's Hill Capital's Salesforce position peaked at $566K in Q4 2024.
  • 2,959 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Breed's Hill Capital's 13F filing for Q2 2025, filed 8 Aug 2025.