Carnegie Lake Advisors’s Salesforce CRM Stock Holding History

Carnegie Lake 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 Q4	–	Sell	-3,246	Closed	-$769K	–	166
2025 Q3	$769K	Sell	3,246 -640	-16%	-$161K	0.3%	89
2025 Q2	$1.06M	Hold	3,886	–	–	0.42%	66
2025 Q1	$1.04M	Sell	3,886 -134	-3%	-$41.7K	0.42%	64
2024 Q4	$1.34M	Hold	4,020	–	–	0.54%	50
2024 Q3	$1.1M	Buy	+4,020	New	+$1.03M	0.44%	61

Other funds holding CRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carnegie Lake Advisors's CRM Position: Q4 2025 in Review

Carnegie Lake Advisors sold out of Salesforce (CRM) in Q4 2025, closing a stake of 3,246 shares — an estimated $769K sold.

Carnegie Lake Advisors first reported a position in CRM in Q3 2024 and held it in 5 quarters. The position peaked at $1.34M in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Carnegie Lake Advisors reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Carnegie Lake Advisors sold 3,246 Salesforce shares in Q4 2025, an estimated $769K.
Carnegie Lake Advisors first reported a position in Salesforce in Q3 2024 and held it in 5 quarters.
Carnegie Lake Advisors's Salesforce position peaked at $1.34M in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Carnegie Lake Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.