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Bristlecone Advisors’s Salesforce CRM Stock Holding History

Bristlecone Advisors’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 		$757K Sell
3,194
-1,987
-38% -$501K 0.06% 147
2025
Q2 		$1.41M Sell
5,181
-5,561
-52% -$1.49M 0.12% 116
2025
Q1 		$2.88M Buy
10,742
+3,566
+50% +$1.11M 0.24% 88
2024
Q4 		$2.4M Sell
7,176
-156
-2% -$49.8K 0.19% 97
2024
Q3 		$2.01M Buy
7,332
+60
+0.8% +$15.4K 0.16% 106
2024
Q2 		$1.87M Sell
7,272
-86
-1% -$23K 0.16% 109
2024
Q1 		$2.22M Buy
7,358
+289
+4% +$83.4K 0.19% 97
2023
Q4 		$1.86M Sell
7,069
-92
-1% -$20.8K 0.19% 103
2023
Q3 		$1.45M Sell
7,161
-73
-1% -$15.8K 0.16% 110
2023
Q2 		$1.53M Buy
7,234
+95
+1% +$19.4K 0.15% 108
2023
Q1 		$1.43M Buy
7,139
+203
+3% +$34.3K 0.16% 111
2022
Q4 		$920K Buy
6,936
+449
+7% +$65.5K 0.11% 131
2022
Q3 		$933K Buy
6,487
+315
+5% +$53.4K 0.12% 123
2022
Q2 		$1.02M Buy
6,172
+2,668
+76% +$471K 0.13% 119
2022
Q1 		$744K Buy
3,504
+549
+19% +$118K 0.09% 132
2021
Q4 		$751K Buy
2,955
+646
+28% +$182K 0.09% 139
2021
Q3 		$626K Buy
2,309
+214
+10% +$54.3K 0.08% 141
2021
Q2 		$512K Buy
2,095
+12
+0.6% +$2.77K 0.07% 146
2021
Q1 		$441K Buy
2,083
+237
+13% +$52.8K 0.07% 148
2020
Q4 		$411K Buy
1,846
+857
+87% +$208K 0.07% 153
2020
Q3 		$249K Buy
+989
New +$216K 0.05% 165
2020
Q1 		– Sell
-3,983
Closed -$648K – 163
2019
Q4 		$648K Buy
+3,983
New +$624K 0.13% 118
2019
Q3 		– Sell
-4,344
Closed -$659K – 148
2019
Q2 		$659K Buy
+4,344
New +$681K 0.16% 106

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

Bristlecone Advisors's CRM Position: Q3 2025 in Review

Bristlecone Advisors reduced its Salesforce (CRM) stake by 38% in Q3 2025, selling an estimated $501K and leaving 3,194 shares worth $757K. The position accounts for 0.06% of the portfolio, ranked #147.

Bristlecone Advisors first reported a position in CRM in Q2 2019 and has held it in 23 quarters since. The position peaked at $2.88M in Q1 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Bristlecone Advisors held 3,194 shares of Salesforce worth $757K as of Q3 2025.
  • Bristlecone Advisors sold 1,987 Salesforce shares in Q3 2025, an estimated $501K.
  • Salesforce made up 0.06% of Bristlecone Advisors's portfolio in Q3 2025, its #147 holding.
  • Bristlecone Advisors first reported a position in Salesforce in Q2 2019 and has held it in 23 quarters since.
  • Bristlecone Advisors's Salesforce position peaked at $2.88M in Q1 2025.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.