DC Investments Management’s Salesforce CRM Stock Holding History

DC Investments 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 Q4	–	Sell	-1,491	Closed	-$353K	–	58
2025 Q3	$353K	Hold	1,491	–	–	0.15%	81
2025 Q2	$407K	Hold	1,491	–	–	0.17%	87
2025 Q1	$400K	Buy	1,491 +50	+3%	+$15.6K	0.21%	88
2024 Q4	$482K	Hold	1,441	–	–	0.31%	59
2024 Q3	$394K	Hold	1,441	–	–	0.28%	63
2024 Q2	$370K	Hold	1,441	–	–	0.31%	59
2024 Q1	$434K	Hold	1,441	–	–	0.35%	60
2023 Q4	$379K	Hold	1,441	–	–	0.38%	57
2023 Q3	$292K	Hold	1,441	–	–	0.37%	69
2023 Q2	$304K	Sell	1,441 -132	-8%	-$26.9K	0.35%	66
2023 Q1	$314K	Buy	+1,573	New	+$266K	0.37%	54
2021 Q4	–	Sell	-1,170	Closed	-$317K	–	62
2021 Q3	$317K	Buy	+1,170	New	+$297K	0.59%	40
2019 Q1	–	Sell	-6,955	Closed	-$953K	–	247
2018 Q4	$953K	Buy	+6,955	New	+$957K	0.78%	12
2018 Q2	–	Sell	-2,681	Closed	-$312K	–	319
2018 Q1	$312K	Sell	2,681 -184	-6%	-$21.1K	0.21%	163
2017 Q4	$293K	Buy	+2,865	New	+$292K	0.12%	237

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

DC Investments Management's CRM Position: Q4 2025 in Review

DC Investments Management sold out of Salesforce (CRM) in Q4 2025, closing a stake of 1,491 shares — an estimated $353K sold.

DC Investments Management first reported a position in CRM in Q4 2017 and held it in 15 quarters. The position peaked at $953K in Q4 2018. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

DC Investments Management reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
DC Investments Management sold 1,491 Salesforce shares in Q4 2025, an estimated $353K.
DC Investments Management first reported a position in Salesforce in Q4 2017 and held it in 15 quarters.
DC Investments Management's Salesforce position peaked at $953K in Q4 2018.
2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on DC Investments Management's 13F filing for Q4 2025, filed 13 Feb 2026.