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Chickasaw Capital Management’s Salesforce CRM Stock Holding History

Chickasaw Capital 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
Q4 		– Sell
-6,330
Closed -$1.5M – 94
2025
Q3 		$1.5M Sell
6,330
-1,570
-20% -$396K 0.06% 47
2025
Q2 		$2.15M Sell
7,900
-80
-1% -$21.4K 0.09% 43
2025
Q1 		$2.14M Sell
7,980
-185
-2% -$57.5K 0.08% 39
2024
Q4 		$2.73M Sell
8,165
-70
-0.9% -$22.3K 0.11% 35
2024
Q3 		$2.25M Sell
8,235
-60
-0.7% -$15.4K 0.1% 38
2024
Q2 		$2.13M Sell
8,295
-105
-1% -$28.1K 0.09% 38
2024
Q1 		$2.53M Buy
8,400
+85
+1% +$24.5K 0.12% 37
2023
Q4 		$2.19M Buy
8,315
+931
+13% +$211K 0.11% 37
2023
Q3 		$1.5M Hold
7,384
– – 0.08% 44
2023
Q2 		$1.56M Hold
7,384
– – 0.09% 44
2023
Q1 		$1.48M Hold
7,384
– – 0.08% 44
2022
Q4 		$979K Sell
7,384
-305
-4% -$44.5K 0.05% 51
2022
Q3 		$1.11M Hold
7,689
– – 0.06% 46
2022
Q2 		$1.27M Hold
7,689
– – 0.07% 45
2022
Q1 		$1.63M Sell
7,689
-370
-5% -$79.6K 0.07% 46
2021
Q4 		$2.05M Sell
8,059
-545
-6% -$153K 0.1% 41
2021
Q3 		$2.33M Buy
8,604
+2,995
+53% +$761K 0.11% 38
2021
Q2 		$1.37M Buy
5,609
+125
+2% +$28.8K 0.06% 47
2021
Q1 		$1.16M Buy
5,484
+112
+2% +$24.9K 0.06% 49
2020
Q4 		$1.2M Buy
+5,372
New +$1.31M 0.07% 47

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Chickasaw Capital Management's CRM Position: Q4 2025 in Review

Chickasaw Capital Management sold out of Salesforce (CRM) in Q4 2025, closing a stake of 6,330 shares — an estimated $1.5M sold.

Chickasaw Capital Management first reported a position in CRM in Q4 2020 and held it in 20 quarters. The position peaked at $2.73M in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Chickasaw Capital Management reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Chickasaw Capital Management sold 6,330 Salesforce shares in Q4 2025, an estimated $1.5M.
  • Chickasaw Capital Management first reported a position in Salesforce in Q4 2020 and held it in 20 quarters.
  • Chickasaw Capital Management's Salesforce position peaked at $2.73M in Q4 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Chickasaw Capital Management's 13F filing for Q4 2025, filed 12 Jan 2026.