Copperleaf Capital’s Salesforce CRM Stock Holding History

Copperleaf Capital’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	$676K	Sell	2,854 -1,227	-30%	-$309K	0.32%	70
2025 Q2	$1.11M	Sell	4,081 -261	-6%	-$69.8K	0.56%	49
2025 Q1	$1.17M	Sell	4,342 -59	-1%	-$18.4K	0.7%	40
2024 Q4	$1.47M	Buy	4,401 +2,460	+127%	+$785K	0.93%	33
2024 Q3	$531K	Buy	1,941 +74	+4%	+$19K	0.41%	68
2024 Q2	$480K	Sell	1,867 -15	-0.8%	-$4.01K	0.38%	68
2024 Q1	$567K	Buy	1,882 +87	+5%	+$25.1K	0.49%	61
2023 Q4	$472K	Buy	1,795 +17	+1%	+$3.85K	0.48%	57
2023 Q3	$361K	Sell	1,778 -273	-13%	-$59K	0.39%	57
2023 Q2	$433K	Buy	2,051 +160	+8%	+$32.7K	0.41%	50
2023 Q1	$378K	Sell	1,891 -103	-5%	-$17.4K	0.38%	53
2022 Q4	$264K	Buy	+1,994	New	+$291K	0.3%	58

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

Copperleaf Capital's CRM Position: Q3 2025 in Review

Copperleaf Capital reduced its Salesforce (CRM) stake by 30% in Q3 2025, selling an estimated $309K and leaving 2,854 shares worth $676K. The position accounts for 0.32% of the portfolio, ranked #70.

Copperleaf Capital first reported a position in CRM in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.47M in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Copperleaf Capital held 2,854 shares of Salesforce worth $676K as of Q3 2025.
Copperleaf Capital sold 1,227 Salesforce shares in Q3 2025, an estimated $309K.
Salesforce made up 0.32% of Copperleaf Capital's portfolio in Q3 2025, its #70 holding.
Copperleaf Capital first reported a position in Salesforce in Q4 2022 and has held it in 12 quarters since.
Copperleaf Capital's Salesforce position peaked at $1.47M in Q4 2024.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.