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Castleark Management’s Salesforce CRM Stock Holding History

Castleark Management’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
Q2 		– Sell
-28,710
Closed -$7.7M – 290
2025
Q1 		$7.7M Sell
28,710
-10,170
-26% -$3.16M 0.27% 62
2024
Q4 		$13M Buy
+38,880
New +$12.4M 0.45% 34
2024
Q2 		– Sell
-21,929
Closed -$6.6M – 277
2024
Q1 		$6.6M Buy
+21,929
New +$6.33M 0.27% 83
2020
Q3 		– Sell
-18,290
Closed -$3.43M – 351
2020
Q2 		$3.43M Sell
18,290
-134,340
-88% -$22.6M 0.15% 148
2020
Q1 		$22M Buy
152,630
+103,820
+213% +$17.8M 1.3% 18
2019
Q4 		$7.94M Buy
+48,810
New +$7.65M 0.32% 106
2019
Q2 		– Sell
-225,764
Closed -$35.8M – 360
2019
Q1 		$35.8M Buy
225,764
+50,859
+29% +$7.88M 1.35% 11
2018
Q4 		$24M Buy
+174,905
New +$24.1M 1.02% 23
2016
Q4 		– Sell
-109,060
Closed -$7.78M – 385
2016
Q3 		$7.78M Sell
109,060
-595,800
-85% -$46.5M 0.24% 132
2016
Q2 		$56M Buy
704,860
+23,120
+3% +$1.81M 1.79% 5
2016
Q1 		$50.3M Buy
681,740
+41,215
+6% +$2.84M 1.57% 12
2015
Q4 		$50.2M Sell
640,525
-600
-0.1% -$46.9K 1.51% 13
2015
Q3 		$44.5M Buy
641,125
+265,425
+71% +$18.8M 1.43% 16
2015
Q2 		$26.2M Buy
375,700
+30,080
+9% +$2.14M 0.7% 35
2015
Q1 		$23.1M Buy
+345,620
New +$21.4M 0.56% 45
2013
Q3 		– Sell
-932,540
Closed -$35.6M – 357
2013
Q2 		$35.6M Buy
+932,540
New +$38.5M 1.18% 34

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Castleark Management's CRM Position: Q2 2025 in Review

Castleark Management sold out of Salesforce (CRM) in Q2 2025, closing a stake of 28,710 shares — an estimated $7.7M sold.

Castleark Management first reported a position in CRM in Q2 2013 and held it in 16 quarters. The position peaked at $56M in Q2 2016. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Castleark Management reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Castleark Management sold 28,710 Salesforce shares in Q2 2025, an estimated $7.7M.
  • Castleark Management first reported a position in Salesforce in Q2 2013 and held it in 16 quarters.
  • Castleark Management's Salesforce position peaked at $56M in Q2 2016.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Castleark Management's 13F filing for Q2 2025, filed 18 Aug 2025.