CenterStar Asset Management’s Salesforce CRM Stock Holding History

CenterStar Asset 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
2026 Q1	$821K	Buy	4,400 +3,500	+389%	+$725K	0.1%	221
2025 Q4	$238K	Buy	+900	New	+$224K	0.07%	236
2025 Q3	–	Sell	-8,600	Closed	-$2.35M	–	301
2025 Q2	$2.35M	Buy	+8,600	New	+$2.3M	0.56%	44
2025 Q1	–	Sell	-2,200	Closed	-$736K	–	354
2024 Q4	$736K	Buy	+2,200	New	+$702K	0.25%	82
2024 Q2	–	Sell	-6,400	Closed	-$1.93M	–	277
2024 Q1	$1.93M	Buy	+6,400	New	+$1.85M	0.59%	34
2023 Q2	–	Sell	-12,600	Closed	-$2.52M	–	320
2023 Q1	$2.52M	Buy	+12,600	New	+$2.13M	0.92%	30
2022 Q4	–	Hold	0	–	–	–	195
2022 Q3	–	Hold	0	–	–	–	11
2022 Q2	–	Hold	0	–	–	–	25
2022 Q1	–	Hold	0	–	–	–	28
2021 Q4	–	Hold	0	–	-$1.57M	–	695
2021 Q3	–	Hold	0	–	–	–	184
2021 Q2	–	Hold	0	–	–	–	62
2021 Q1	–	Hold	0	–	–	–	110
2020 Q4	–	Hold	0	–	–	–	36
2020 Q3	–	Hold	0	–	–	–	110
2020 Q2	–	Hold	0	–	–	–	18
2020 Q1	–	Hold	0	–	–	–	262
2019 Q4	–	Hold	0	–	–	–	401
2019 Q1	–	Hold	0	–	-$16K	–	420
2018 Q4	–	Hold	0	–	–	–	305
2018 Q3	–	Hold	0	–	-$23K	–	834
2018 Q2	–	Hold	0	–	–	–	430
2018 Q1	–	Hold	0	–	–	–	272
2017 Q4	–	Hold	0	–	–	–	873

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CenterStar Asset Management's CRM Position: Q3 2025 in Review

CenterStar Asset Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,447 shares — an estimated $395K sold.

CenterStar Asset Management first reported a position in CRM in Q2 2023 and held it in 5 quarters. The position peaked at $590K in Q2 2023. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

CenterStar Asset Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
CenterStar Asset Management sold 1,447 Salesforce shares in Q3 2025, an estimated $395K.
CenterStar Asset Management first reported a position in Salesforce in Q2 2023 and held it in 5 quarters.
CenterStar Asset Management's Salesforce position peaked at $590K in Q2 2023.
2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on CenterStar Asset Management's 13F filing for Q3 2025, filed 20 Oct 2025.