Creekmur Asset Management’s Salesforce CRM Stock Holding History

Creekmur Asset 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 Q3	$54.7K	Sell	231 -102	-31%	-$25.7K	0.01%	328
2025 Q2	$90.8K	Buy	333 +111	+50%	+$29.7K	0.02%	277
2025 Q1	$59.6K	Sell	222 -43	-16%	-$13.4K	0.01%	294
2024 Q4	$88.6K	Sell	265 -8	-3%	-$2.55K	0.02%	163
2024 Q3	$74.7K	Buy	273 +32	+13%	+$8.2K	0.02%	178
2024 Q2	$62K	Sell	241 -14	-5%	-$3.75K	0.02%	233
2024 Q1	$76.8K	Buy	255 +121	+90%	+$34.9K	0.03%	200
2023 Q4	$35.3K	Buy	+134	New	+$30.3K	0.01%	348

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

Creekmur Asset Management's CRM Position: Q3 2025 in Review

Creekmur Asset Management reduced its Salesforce (CRM) stake by 31% in Q3 2025, selling an estimated $25.7K and leaving 231 shares worth $54.7K. The position accounts for 0.01% of the portfolio, ranked #328.

Creekmur Asset Management first reported a position in CRM in Q4 2023 and has held it in 8 quarters since. The position peaked at $90.8K in Q2 2025. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Creekmur Asset Management held 231 shares of Salesforce worth $54.7K as of Q3 2025.
Creekmur Asset Management sold 102 Salesforce shares in Q3 2025, an estimated $25.7K.
Salesforce made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #328 holding.
Creekmur Asset Management first reported a position in Salesforce in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Salesforce position peaked at $90.8K in Q2 2025.
2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.