Econ Financial Services’s Salesforce CRM Stock Holding History

Econ Financial Services’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	-7,670	Closed	-$1.82M	–	80
2025 Q3	$1.82M	Buy	7,670 +2,431	+46%	+$613K	0.91%	47
2025 Q2	$1.43M	Buy	+5,239	New	+$1.4M	0.74%	48
2022 Q3	–	Sell	-1,861	Closed	-$307K	–	80
2022 Q2	$307K	Buy	1,861 +1,840	+8,762%	+$325K	0.25%	64
2022 Q1	$4K	Hold	21	–	–	﹤0.01%	122
2021 Q4	$5K	Buy	+21	New	+$5.9K	﹤0.01%	150

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

Econ Financial Services's CRM Position: Q4 2025 in Review

Econ Financial Services sold out of Salesforce (CRM) in Q4 2025, closing a stake of 7,670 shares — an estimated $1.82M sold.

Econ Financial Services first reported a position in CRM in Q4 2021 and held it in 5 quarters. The position peaked at $1.82M in Q3 2025. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Econ Financial Services reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Econ Financial Services sold 7,670 Salesforce shares in Q4 2025, an estimated $1.82M.
Econ Financial Services first reported a position in Salesforce in Q4 2021 and held it in 5 quarters.
Econ Financial Services's Salesforce position peaked at $1.82M in Q3 2025.
2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Econ Financial Services's 13F filing for Q4 2025, filed 15 Jan 2026.