Central Asset Investments & Management Holdings’s Salesforce CRM Stock Holding History

Central Asset Investments & Management Holdings’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 Q3	–	Sell	-1,000	Closed	-$273K	–	65
2025 Q2	$273K	Buy	+1,000	New	+$267K	0.19%	39
2025 Q1	–	Sell	-11,750	Closed	-$3.93M	–	51
2024 Q4	$3.93M	Buy	+11,750	New	+$3.75M	2.41%	12
2024 Q2	–	Sell	-10,861	Closed	-$3.27M	–	57
2024 Q1	$3.27M	Buy	10,861 +1,366	+14%	+$394K	2.66%	14
2023 Q4	$2.5M	Buy	+9,495	New	+$2.15M	2.51%	13
2023 Q3	–	Sell	-14,945	Closed	-$3.16M	–	38
2023 Q2	$3.16M	Buy	14,945 +3,300	+28%	+$674K	2.48%	13
2023 Q1	$2.33M	Buy	+11,645	New	+$1.97M	2.47%	17
2022 Q4	–	Sell	-10,800	Closed	-$1.55M	–	42
2022 Q3	$1.55M	Buy	10,800 +3,100	+40%	+$526K	3.16%	11
2022 Q2	$1.27M	Buy	+7,700	New	+$1.36M	2.51%	14
2022 Q1	–	Sell	-1,440	Closed	-$365K	–	67
2021 Q4	$365K	Buy	1,440 +340	+31%	+$95.5K	0.22%	53
2021 Q3	$298K	Buy	+1,100	New	+$279K	0.16%	58
2020 Q4	–	Sell	-1,690	Closed	-$424K	–	54
2020 Q3	$424K	Buy	+1,690	New	+$370K	0.19%	41
2020 Q2	–	Sell	-3,570	Closed	-$514K	–	31
2020 Q1	$514K	Buy	+3,570	New	+$612K	0.78%	12
2019 Q2	–	Sell	-10,900	Closed	-$1.73M	–	27
2019 Q1	$1.73M	Buy	+10,900	New	+$1.69M	4.83%	8
2018 Q4	–	Sell	-13,590	Closed	-$2.16M	–	12
2018 Q3	$2.16M	Buy	13,590 +2,890	+27%	+$429K	2.46%	11
2018 Q2	$1.46M	Buy	10,700 +2,500	+30%	+$319K	1.09%	16
2018 Q1	$953K	Buy	+8,200	New	+$942K	0.81%	19

Other funds holding CRM

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Central Asset Investments & Management Holdings's CRM Position: Q3 2025 in Review

Central Asset Investments & Management Holdings sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,000 shares — an estimated $273K sold.

Central Asset Investments & Management Holdings first reported a position in CRM in Q1 2018 and held it in 16 quarters. The position peaked at $3.93M in Q4 2024. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Central Asset Investments & Management Holdings reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Central Asset Investments & Management Holdings sold 1,000 Salesforce shares in Q3 2025, an estimated $273K.
Central Asset Investments & Management Holdings first reported a position in Salesforce in Q1 2018 and held it in 16 quarters.
Central Asset Investments & Management Holdings's Salesforce position peaked at $3.93M in Q4 2024.
2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Central Asset Investments & Management Holdings's 13F filing for Q3 2025, filed 17 Nov 2025.