DLHL
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Donald L. Hagan LLC’s Salesforce CRM Stock Holding History

Donald L. Hagan 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 		$679K Sell
2,865
-103
-3% -$26K 0.33% 62
2025
Q2 		$809K Buy
+2,968
New +$793K 0.4% 59
2016
Q2 		– Sell
-45
Closed -$3K – 135
2016
Q1 		$3K Buy
+45
New +$3.1K ﹤0.01% 327
2015
Q4 		– Sell
-45
Closed -$3K – 123
2015
Q3 		$3K Buy
+45
New +$3.19K ﹤0.01% 342

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

Donald L. Hagan LLC's CRM Position: Q3 2025 in Review

Donald L. Hagan LLC reduced its Salesforce (CRM) stake by 3.5% in Q3 2025, selling an estimated $26K and leaving 2,865 shares worth $679K. The position accounts for 0.33% of the portfolio, ranked #62.

Donald L. Hagan LLC first reported a position in CRM in Q3 2015 and has held it in 4 quarters since. The position peaked at $809K in Q2 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Donald L. Hagan LLC held 2,865 shares of Salesforce worth $679K as of Q3 2025.
  • Donald L. Hagan LLC sold 103 Salesforce shares in Q3 2025, an estimated $26K.
  • Salesforce made up 0.33% of Donald L. Hagan LLC's portfolio in Q3 2025, its #62 holding.
  • Donald L. Hagan LLC first reported a position in Salesforce in Q3 2015 and has held it in 4 quarters since.
  • Donald L. Hagan LLC's Salesforce position peaked at $809K in Q2 2025.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Donald L. Hagan LLC's 13F filing for Q3 2025, filed 16 Oct 2025.