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Capital Management Associates (New York)’s Salesforce CRM Stock Holding History

Capital Management Associates (New York)’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 		– Sell
-3,150
Closed -$859K – 44
2025
Q2 		$859K Hold
3,150
– – 1.4% 33
2025
Q1 		$845K Hold
3,150
– – 1.65% 31
2024
Q4 		$1.05M Hold
3,150
– – 1.24% 34
2024
Q3 		$862K Hold
3,150
– – 0.96% 43
2024
Q2 		$810K Hold
3,150
– – 0.96% 47
2024
Q1 		$949K Sell
3,150
-350
-10% -$101K 1.13% 38
2023
Q4 		$921K Buy
+3,500
New +$792K 1.17% 37
2022
Q4 		– Sell
-4
Closed -$1K – 95
2022
Q3 		$1K Sell
4
-3,889
-100% -$659K ﹤0.01% 74
2022
Q2 		$642K Sell
3,893
-1,531
-28% -$271K 0.95% 42
2022
Q1 		$1.15M Sell
5,424
-311
-5% -$66.9K 1.24% 37
2021
Q4 		$1.46M Sell
5,735
-1,085
-16% -$305K 1.43% 25
2021
Q3 		$1.85M Hold
6,820
– – 1.82% 13
2021
Q2 		$1.67M Sell
6,820
-5,700
-46% -$1.31M 1.6% 15
2021
Q1 		$2.65M Buy
12,520
+457
+4% +$102K 2.73% 6
2020
Q4 		$2.68M Buy
12,063
+502
+4% +$122K 2.93% 6
2020
Q3 		$2.91M Buy
11,561
+276
+2% +$60.4K 3.83% 4
2020
Q2 		$2.11M Buy
11,285
+85
+0.8% +$14.3K 2.98% 6
2020
Q1 		$1.61M Buy
11,200
+2,300
+26% +$394K 2.91% 6
2019
Q4 		$1.45M Buy
8,900
+3,400
+62% +$533K 2% 11
2019
Q3 		$816K Hold
5,500
– – 1.26% 27
2019
Q2 		$835K Sell
5,500
-1,000
-15% -$157K 1.35% 21
2019
Q1 		$1.03M Hold
6,500
– – 1.6% 10
2018
Q4 		$890K Buy
6,500
+988
+18% +$136K 1.68% 9
2018
Q3 		$877K Buy
5,512
+12
+0.2% +$1.78K 1.09% 20
2018
Q2 		$750K Buy
+5,500
New +$702K 0.94% 31

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

Capital Management Associates (New York)'s CRM Position: Q3 2025 in Review

Capital Management Associates (New York) sold out of Salesforce (CRM) in Q3 2025, closing a stake of 3,150 shares — an estimated $859K sold.

Capital Management Associates (New York) first reported a position in CRM in Q2 2018 and held it in 25 quarters. The position peaked at $2.91M in Q3 2020. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Capital Management Associates (New York) reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Capital Management Associates (New York) sold 3,150 Salesforce shares in Q3 2025, an estimated $859K.
  • Capital Management Associates (New York) first reported a position in Salesforce in Q2 2018 and held it in 25 quarters.
  • Capital Management Associates (New York)'s Salesforce position peaked at $2.91M in Q3 2020.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Capital Management Associates (New York)'s 13F filing for Q3 2025, filed 5 Nov 2025.