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Exchange Capital Management’s Salesforce CRM Stock Holding History

Exchange Capital 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 		$10.7M Sell
39,104
-797
-2% -$213K 1.59% 15
2025
Q1 		$10.7M Sell
39,901
-666
-2% -$207K 1.74% 10
2024
Q4 		$13.6M Sell
40,567
-563
-1% -$180K 2.15% 7
2024
Q3 		$11.3M Sell
41,130
-2,061
-5% -$528K 1.79% 11
2024
Q2 		$11.1M Sell
43,191
-1,888
-4% -$505K 1.81% 10
2024
Q1 		$13.6M Sell
45,079
-646
-1% -$186K 2.21% 7
2023
Q4 		$12M Sell
45,725
-775
-2% -$175K 2.16% 8
2023
Q3 		$9.43M Sell
46,500
-841
-2% -$182K 1.78% 11
2023
Q2 		$10M Buy
47,341
+688
+1% +$140K 1.86% 13
2023
Q1 		$9.32M Buy
46,653
+195
+0.4% +$32.9K 1.89% 10
2022
Q4 		$6.16M Buy
46,458
+309
+0.7% +$45.1K 1.35% 19
2022
Q3 		$6.64M Buy
46,149
+2,209
+5% +$375K 1.54% 16
2022
Q2 		$7.25M Buy
43,940
+2,139
+5% +$378K 1.58% 15
2022
Q1 		$8.88M Buy
41,801
+6,335
+18% +$1.36M 1.66% 13
2021
Q4 		$9.01M Buy
35,466
+520
+1% +$146K 1.64% 12
2021
Q3 		$9.48M Sell
34,946
-141
-0.4% -$35.8K 1.84% 11
2021
Q2 		$8.57M Buy
35,087
+1,270
+4% +$293K 1.64% 12
2021
Q1 		$7.17M Buy
33,817
+3,532
+12% +$786K 1.48% 15
2020
Q4 		$6.74M Buy
30,285
+1,207
+4% +$294K 1.5% 17
2020
Q3 		$7.31M Buy
29,078
+98
+0.3% +$21.5K 1.85% 10
2020
Q2 		$5.43M Sell
28,980
-649
-2% -$109K 1.51% 19
2020
Q1 		$4.27M Sell
29,629
-55
-0.2% -$9.43K 1.39% 24
2019
Q4 		$4.83M Buy
29,684
+106
+0.4% +$16.6K 1.24% 28
2019
Q3 		$4.39M Buy
29,578
+667
+2% +$101K 1.16% 34
2019
Q2 		$4.39M Buy
28,911
+48
+0.2% +$7.52K 1.18% 27
2019
Q1 		$4.57M Buy
28,863
+5,359
+23% +$831K 1.28% 26
2018
Q4 		$3.22M Buy
23,504
+23,004
+4,601% +$3.16M 1.05% 33
2018
Q3 		$80K Buy
500
+250
+100% +$37.1K 0.02% 148
2018
Q2 		$34K Buy
+250
New +$31.9K 0.01% 178

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Exchange Capital Management's CRM Position: Q2 2025 in Review

Exchange Capital Management reduced its Salesforce (CRM) stake by 2% in Q2 2025, selling an estimated $213K and leaving 39,104 shares worth $10.7M. The position accounts for 1.59% of the portfolio, ranked #15.

Exchange Capital Management first reported a position in CRM in Q2 2018 and has held it in 29 quarters since. The position peaked at $13.6M in Q1 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Exchange Capital Management held 39,104 shares of Salesforce worth $10.7M as of Q2 2025.
  • Exchange Capital Management sold 797 Salesforce shares in Q2 2025, an estimated $213K.
  • Salesforce made up 1.59% of Exchange Capital Management's portfolio in Q2 2025, its #15 holding.
  • Exchange Capital Management first reported a position in Salesforce in Q2 2018 and has held it in 29 quarters since.
  • Exchange Capital Management's Salesforce position peaked at $13.6M in Q1 2024.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.