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Cavalier Investments’s Salesforce CRM Stock Holding History

Cavalier Investments’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
-16,991
Closed -$4.56M – 73
2025
Q1 		$4.56M Sell
16,991
-28
-0.2% -$8.71K 1.55% 19
2024
Q4 		$5.69M Buy
17,019
+672
+4% +$214K 1.9% 10
2024
Q3 		$4.47M Buy
16,347
+966
+6% +$247K 1.37% 19
2024
Q2 		$3.95M Buy
15,381
+434
+3% +$116K 1.22% 19
2024
Q1 		$4.5M Buy
14,947
+813
+6% +$235K 1.64% 17
2023
Q4 		$3.72M Buy
14,134
+337
+2% +$76.3K 1.37% 22
2023
Q3 		$2.8M Buy
13,797
+489
+4% +$106K 1.09% 27
2023
Q2 		$2.81M Buy
13,308
+10,436
+363% +$2.13M 1.02% 28
2023
Q1 		$574K Sell
2,872
-4,722
-62% -$798K 0.23% 50
2022
Q4 		$1.01M Sell
7,594
-120
-2% -$17.5K 0.36% 48
2022
Q3 		$1.11M Sell
7,714
-213
-3% -$36.1K 0.4% 46
2022
Q2 		$1.31M Sell
7,927
-319
-4% -$56.4K 0.46% 44
2022
Q1 		$1.75M Sell
8,246
-1,893
-19% -$407K 0.46% 47
2021
Q4 		$2.58M Buy
10,139
+3,073
+43% +$863K 0.67% 43
2021
Q3 		$1.92M Buy
7,066
+1,323
+23% +$336K 0.61% 47
2021
Q2 		$1.4M Hold
5,743
– – 0.51% 79
2021
Q1 		$1.22M Hold
5,743
– – 0.53% 87
2020
Q4 		$1.28M Buy
5,743
+1,436
+33% +$349K 0.58% 68
2020
Q3 		$1.08M Sell
4,307
-2,516
-37% -$551K 0.74% 22
2020
Q2 		$1.28M Buy
+6,823
New +$1.15M 0.74% 38

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

Cavalier Investments's CRM Position: Q2 2025 in Review

Cavalier Investments sold out of Salesforce (CRM) in Q2 2025, closing a stake of 16,991 shares — an estimated $4.56M sold.

Cavalier Investments first reported a position in CRM in Q2 2020 and held it in 20 quarters. The position peaked at $5.69M in Q4 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Cavalier Investments reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Cavalier Investments sold 16,991 Salesforce shares in Q2 2025, an estimated $4.56M.
  • Cavalier Investments first reported a position in Salesforce in Q2 2020 and held it in 20 quarters.
  • Cavalier Investments's Salesforce position peaked at $5.69M in Q4 2024.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Cavalier Investments's 13F filing for Q2 2025, filed 30 Jul 2025.