Brueske Advisory Services’s Salesforce CRM Stock Holding History

Brueske Advisory Services’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	-844	Closed	-$200K	–	12
2025 Q3	$200K	Buy	844 +18	+2%	+$4.54K	0.11%	65
2025 Q2	$225K	Buy	826 +7	+0.9%	+$1.87K	0.15%	56
2025 Q1	$220K	Sell	819 -20	-2%	-$6.22K	0.21%	50
2024 Q4	$281K	Buy	+839	New	+$268K	0.25%	45

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brueske Advisory Services's CRM Position: Q4 2025 in Review

Brueske Advisory Services sold out of Salesforce (CRM) in Q4 2025, closing a stake of 844 shares — an estimated $200K sold.

Brueske Advisory Services first reported a position in CRM in Q4 2024 and held it in 4 quarters. The position peaked at $281K in Q4 2024. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Brueske Advisory Services reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Brueske Advisory Services sold 844 Salesforce shares in Q4 2025, an estimated $200K.
Brueske Advisory Services first reported a position in Salesforce in Q4 2024 and held it in 4 quarters.
Brueske Advisory Services's Salesforce position peaked at $281K in Q4 2024.
2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Brueske Advisory Services's 13F filing for Q4 2025.