DSG Capital Advisors’s Salesforce CRM Stock Holding History

DSG Capital Advisors’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	-5,683	Closed	-$1.35M	–	124
2025 Q3	$1.35M	Sell	5,683 -512	-8%	-$129K	0.21%	62
2025 Q2	$1.69M	Sell	6,195 -2,894	-32%	-$774K	0.3%	56
2025 Q1	$2.44M	Sell	9,089 -593	-6%	-$184K	0.49%	46
2024 Q4	$3.24M	Buy	+9,682	New	+$3.09M	0.59%	43

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DSG Capital Advisors's CRM Position: Q4 2025 in Review

DSG Capital Advisors sold out of Salesforce (CRM) in Q4 2025, closing a stake of 5,683 shares — an estimated $1.35M sold.

DSG Capital Advisors first reported a position in CRM in Q4 2024 and held it in 4 quarters. The position peaked at $3.24M in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

DSG Capital Advisors reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
DSG Capital Advisors sold 5,683 Salesforce shares in Q4 2025, an estimated $1.35M.
DSG Capital Advisors first reported a position in Salesforce in Q4 2024 and held it in 4 quarters.
DSG Capital Advisors's Salesforce position peaked at $3.24M in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on DSG Capital Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.