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Capital Square’s Salesforce CRM Stock Holding History

Capital Square’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
-992
Closed -$235K – 221
2025
Q3 		$235K Buy
+992
New +$250K 0.12% 164
2025
Q1 		– Sell
-610
Closed -$204K – 193
2024
Q4 		$204K Buy
+610
New +$195K 0.12% 168
2020
Q2 		– Sell
-287
Closed -$41K – 169
2020
Q1 		$41K Buy
+287
New +$49.2K 0.05% 223

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

Capital Square's CRM Position: Q4 2025 in Review

Capital Square sold out of Salesforce (CRM) in Q4 2025, closing a stake of 992 shares — an estimated $235K sold.

Capital Square first reported a position in CRM in Q1 2020 and held it in 3 quarters. The position peaked at $235K in Q3 2025. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Capital Square reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Capital Square sold 992 Salesforce shares in Q4 2025, an estimated $235K.
  • Capital Square first reported a position in Salesforce in Q1 2020 and held it in 3 quarters.
  • Capital Square's Salesforce position peaked at $235K in Q3 2025.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Capital Square's 13F filing for Q4 2025, filed 13 Feb 2026.