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Brian C. Broderick’s Salesforce CRM Stock Holding History

Brian C. Broderick’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
-10,434
Closed -$2.47M – 88
2025
Q3 		$2.47M Sell
10,434
-1,408
-12% -$355K 0.47% 42
2025
Q2 		$3.23M Buy
11,842
+1,146
+11% +$306K 0.64% 36
2025
Q1 		$2.87M Buy
10,696
+3,932
+58% +$1.22M 0.58% 37
2024
Q4 		$2.26M Buy
+6,764
New +$2.16M 0.44% 41

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

Brian C. Broderick's CRM Position: Q4 2025 in Review

Brian C. Broderick sold out of Salesforce (CRM) in Q4 2025, closing a stake of 10,434 shares — an estimated $2.47M sold.

Brian C. Broderick first reported a position in CRM in Q4 2024 and held it in 4 quarters. The position peaked at $3.23M in Q2 2025. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Brian C. Broderick reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Brian C. Broderick sold 10,434 Salesforce shares in Q4 2025, an estimated $2.47M.
  • Brian C. Broderick first reported a position in Salesforce in Q4 2024 and held it in 4 quarters.
  • Brian C. Broderick's Salesforce position peaked at $3.23M in Q2 2025.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Brian C. Broderick's 13F filing for Q4 2025, filed 17 Feb 2026.