Cyr Financial’s Salesforce CRM Stock Holding History

Cyr Financial’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	-3,414	Closed	-$809K	–	61
2025 Q3	$809K	Buy	3,414 +141	+4%	+$35.6K	0.55%	39
2025 Q2	$893K	Buy	3,273 +511	+19%	+$137K	0.69%	34
2025 Q1	$741K	Buy	2,762 +100	+4%	+$31.1K	0.66%	26
2024 Q4	$890K	Sell	2,662 -394	-13%	-$126K	0.81%	19
2024 Q3	$836K	Sell	3,056 -84	-3%	-$21.5K	0.78%	19
2024 Q2	$807K	Buy	+3,140	New	+$840K	0.81%	13

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cyr Financial's CRM Position: Q4 2025 in Review

Cyr Financial sold out of Salesforce (CRM) in Q4 2025, closing a stake of 3,414 shares — an estimated $809K sold.

Cyr Financial first reported a position in CRM in Q2 2024 and held it in 6 quarters. The position peaked at $893K in Q2 2025. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Cyr Financial reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Cyr Financial sold 3,414 Salesforce shares in Q4 2025, an estimated $809K.
Cyr Financial first reported a position in Salesforce in Q2 2024 and held it in 6 quarters.
Cyr Financial's Salesforce position peaked at $893K in Q2 2025.
2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Cyr Financial's 13F filing for Q4 2025, filed 16 Jan 2026.