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Custom Index Systems’s Salesforce CRM Stock Holding History

Custom Index Systems’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
-918
Closed -$218K – 251
2025
Q3 		$218K Buy
+918
New +$232K 0.06% 252
2025
Q2 		– Sell
-1,045
Closed -$280K – 247
2025
Q1 		$280K Sell
1,045
-239
-19% -$74.3K 0.14% 213
2024
Q4 		$429K Buy
+1,284
New +$410K 0.23% 126
2024
Q3 		– Sell
-1,220
Closed -$314K – 248
2024
Q2 		$314K Sell
1,220
-1,194
-49% -$319K 0.18% 176
2024
Q1 		$727K Buy
2,414
+169
+8% +$48.8K 0.41% 51
2023
Q4 		$591K Buy
+2,245
New +$508K 0.36% 60

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

Custom Index Systems's CRM Position: Q4 2025 in Review

Custom Index Systems sold out of Salesforce (CRM) in Q4 2025, closing a stake of 918 shares — an estimated $218K sold.

Custom Index Systems first reported a position in CRM in Q4 2023 and held it in 6 quarters. The position peaked at $727K in Q1 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Custom Index Systems reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Custom Index Systems sold 918 Salesforce shares in Q4 2025, an estimated $218K.
  • Custom Index Systems first reported a position in Salesforce in Q4 2023 and held it in 6 quarters.
  • Custom Index Systems's Salesforce position peaked at $727K in Q1 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Custom Index Systems's 13F filing for Q4 2025, filed 12 Feb 2026.