Doheny Asset Management’s Salesforce CRM Stock Holding History

Doheny 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 Q2	–	Sell	-6,643	Closed	-$1.78M	–	67
2025 Q1	$1.78M	Sell	6,643 -350	-5%	-$109K	1.4%	24
2024 Q4	$2.34M	Sell	6,993 -5	-0.1%	-$1.6K	1.74%	21
2024 Q3	$1.92M	Hold	6,998	–	–	1.31%	25
2024 Q2	$1.8M	Buy	+6,998	New	+$1.87M	1.28%	25
2021 Q1	–	Sell	-5,093	Closed	-$1.13M	–	103
2020 Q4	$1.13M	Sell	5,093 -40	-0.8%	-$9.73K	0.79%	37
2020 Q3	$1.29M	Sell	5,133 -445	-8%	-$97.4K	1.07%	32
2020 Q2	$1.04M	Sell	5,578 -27	-0.5%	-$4.55K	0.99%	36
2020 Q1	$912K	Hold	5,605	–	–	0.72%	47
2019 Q4	$912K	Sell	5,605 -2,004	-26%	-$314K	0.72%	47
2019 Q3	$1.13M	Buy	+7,609	New	+$1.16M	0.98%	40

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Doheny Asset Management's CRM Position: Q2 2025 in Review

Doheny Asset Management sold out of Salesforce (CRM) in Q2 2025, closing a stake of 6,643 shares — an estimated $1.78M sold.

Doheny Asset Management first reported a position in CRM in Q3 2019 and held it in 10 quarters. The position peaked at $2.34M in Q4 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Doheny Asset Management reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
Doheny Asset Management sold 6,643 Salesforce shares in Q2 2025, an estimated $1.78M.
Doheny Asset Management first reported a position in Salesforce in Q3 2019 and held it in 10 quarters.
Doheny Asset Management's Salesforce position peaked at $2.34M in Q4 2024.
2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Doheny Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.