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DOHJ LLC’s Salesforce CRM Stock Holding History

DOHJ LLC’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
Q3 		– Sell
-1,250
Closed -$313K – 23
2025
Q2 		$313K Sell
1,250
-3,511
-74% -$939K 0.09% 132
2025
Q1 		$1.28M Sell
4,761
-681
-13% -$212K 0.29% 72
2024
Q4 		$1.82M Buy
5,442
+68
+1% +$21.7K 0.42% 55
2024
Q3 		$1.5M Buy
5,374
+847
+19% +$217K 0.35% 67
2024
Q2 		$1.16M Buy
4,527
+3,494
+338% +$935K 0.29% 69
2024
Q1 		$311K Hold
1,033
– – 0.08% 129
2023
Q4 		$272K Hold
1,033
– – 0.08% 134
2023
Q3 		$210K Sell
1,033
-66
-6% -$14.3K 0.09% 84
2023
Q2 		$232K Hold
1,099
– – 0.1% 85
2023
Q1 		$220K Buy
+1,099
New +$186K 0.11% 87
2022
Q2 		– Sell
-1,348
Closed -$286K – 85
2022
Q1 		$286K Sell
1,348
-2,510
-65% -$540K 0.14% 83
2021
Q4 		$980K Sell
3,858
-114
-3% -$32K 0.44% 54
2021
Q3 		$1.19M Buy
3,972
+2,327
+141% +$591K 0.56% 46
2021
Q2 		$402K Sell
1,645
-3
-0.2% -$691 0.21% 68
2021
Q1 		$349K Buy
+1,648
New +$367K 0.2% 65
2020
Q4 		– Sell
-770
Closed -$200K – 83
2020
Q3 		$200K Buy
+770
New +$169K 0.13% 79

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DOHJ LLC's CRM Position: Q3 2025 in Review

DOHJ LLC sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,250 shares — an estimated $313K sold.

DOHJ LLC first reported a position in CRM in Q3 2020 and held it in 16 quarters. The position peaked at $1.82M in Q4 2024. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • DOHJ LLC reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 1,250 Salesforce shares in Q3 2025, an estimated $313K.
  • DOHJ LLC first reported a position in Salesforce in Q3 2020 and held it in 16 quarters.
  • DOHJ LLC's Salesforce position peaked at $1.82M in Q4 2024.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.