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Clarendon Private’s Salesforce CRM Stock Holding History

Clarendon Private’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
-2,603
Closed -$710K – 103
2025
Q2 		$710K Buy
2,603
+113
+5% +$30.2K 0.68% 40
2025
Q1 		$668K Buy
2,490
+188
+8% +$58.5K 0.71% 46
2024
Q4 		$770K Buy
+2,302
New +$735K 0.81% 33

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clarendon Private's CRM Position: Q3 2025 in Review

Clarendon Private sold out of Salesforce (CRM) in Q3 2025, closing a stake of 2,603 shares — an estimated $710K sold.

Clarendon Private first reported a position in CRM in Q4 2024 and held it in 3 quarters. The position peaked at $770K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Clarendon Private reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Clarendon Private sold 2,603 Salesforce shares in Q3 2025, an estimated $710K.
  • Clarendon Private first reported a position in Salesforce in Q4 2024 and held it in 3 quarters.
  • Clarendon Private's Salesforce position peaked at $770K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Clarendon Private's 13F filing for Q3 2025, filed 3 Nov 2025.