CGA
CRM icon

Compound Global Advisors’s Salesforce CRM Stock Holding History

Compound Global Advisors’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
-1,100
Closed -$295K – 24
2025
Q1 		$295K Sell
1,100
-700
-39% -$218K 1.74% 22
2024
Q4 		$602K Buy
+1,800
New +$574K 2.45% 16
2024
Q1 		$9.83M Buy
+32,633
New +$9.42M 1.46% 26

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

Compound Global Advisors's CRM Position: Q2 2025 in Review

Compound Global Advisors sold out of Salesforce (CRM) in Q2 2025, closing a stake of 1,100 shares — an estimated $295K sold.

Compound Global Advisors first reported a position in CRM in Q1 2024 and held it in 3 quarters. The position peaked at $9.83M in Q1 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Compound Global Advisors reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Compound Global Advisors sold 1,100 Salesforce shares in Q2 2025, an estimated $295K.
  • Compound Global Advisors first reported a position in Salesforce in Q1 2024 and held it in 3 quarters.
  • Compound Global Advisors's Salesforce position peaked at $9.83M in Q1 2024.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Compound Global Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.