Financial Sense Advisors’s Salesforce CRM Stock Holding History

Financial Sense 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	-2,689	Closed	-$637K	–	156
2025 Q3	$637K	Sell	2,689 -179	-6%	-$45.1K	0.11%	105
2025 Q2	$782K	Buy	+2,868	New	+$767K	0.18%	77
2022 Q2	–	Sell	-1,746	Closed	-$371K	–	112
2022 Q1	$371K	Buy	+1,746	New	+$376K	0.14%	54
2020 Q3	–	Sell	-7,064	Closed	-$1.32M	–	96
2020 Q2	$1.32M	Buy	7,064 +299	+4%	+$50.4K	0.47%	36
2020 Q1	$974K	Buy	+6,765	New	+$1.16M	0.44%	42
2016 Q1	–	Sell	-37,822	Closed	-$2.96M	–	83
2015 Q4	$2.96M	Buy	37,822 +10,842	+40%	+$847K	1.39%	24
2015 Q3	$1.87M	Sell	26,980 -2,050	-7%	-$145K	1.3%	27
2015 Q2	$2.02M	Buy	+29,030	New	+$2.07M	0.94%	38

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

Financial Sense Advisors's CRM Position: Q4 2025 in Review

Financial Sense Advisors sold out of Salesforce (CRM) in Q4 2025, closing a stake of 2,689 shares — an estimated $637K sold.

Financial Sense Advisors first reported a position in CRM in Q2 2015 and held it in 8 quarters. The position peaked at $2.96M in Q4 2015. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Financial Sense Advisors reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Financial Sense Advisors sold 2,689 Salesforce shares in Q4 2025, an estimated $637K.
Financial Sense Advisors first reported a position in Salesforce in Q2 2015 and held it in 8 quarters.
Financial Sense Advisors's Salesforce position peaked at $2.96M in Q4 2015.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Financial Sense Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.