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Crescent Grove Advisors’s Salesforce CRM Stock Holding History

Crescent Grove 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
Q4 		– Sell
-1,286
Closed -$305K – 301
2025
Q3 		$305K Buy
1,286
+492
+62% +$124K 0.03% 228
2025
Q2 		$217K Sell
794
-7
-0.9% -$1.87K 0.02% 262
2025
Q1 		$215K Sell
801
-249
-24% -$77.4K 0.02% 249
2024
Q4 		$351K Buy
1,050
+203
+24% +$64.8K 0.03% 197
2024
Q3 		$232K Sell
847
-445
-34% -$114K 0.02% 254
2024
Q2 		$332K Buy
+1,292
New +$346K 0.04% 200
2022
Q3 		– Sell
-1,344
Closed -$222K – 262
2022
Q2 		$222K Buy
1,344
+295
+28% +$52.1K 0.02% 236
2022
Q1 		$223K Buy
1,049
+245
+30% +$52.7K 0.02% 270
2021
Q4 		$204K Buy
+804
New +$226K 0.02% 280
2021
Q3 		– Sell
-945
Closed -$231K – 275
2021
Q2 		$231K Sell
945
-180
-16% -$41.5K 0.02% 232
2021
Q1 		$238K Buy
+1,125
New +$250K 0.03% 184

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

Crescent Grove Advisors's CRM Position: Q4 2025 in Review

Crescent Grove Advisors sold out of Salesforce (CRM) in Q4 2025, closing a stake of 1,286 shares — an estimated $305K sold.

Crescent Grove Advisors first reported a position in CRM in Q1 2021 and held it in 11 quarters. The position peaked at $351K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Crescent Grove Advisors reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Crescent Grove Advisors sold 1,286 Salesforce shares in Q4 2025, an estimated $305K.
  • Crescent Grove Advisors first reported a position in Salesforce in Q1 2021 and held it in 11 quarters.
  • Crescent Grove Advisors's Salesforce position peaked at $351K in Q4 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Crescent Grove Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.