Francis Financial’s Salesforce CRM Stock Holding History

Francis Financial’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	-633	Closed	-$234K	–	120
2025 Q3	$234K	Buy	+633	New	+$160K	0.04%	118
2025 Q1	–	Sell	-1,036	Closed	-$207K	–	93
2024 Q4	$207K	Buy	+1,036	New	+$331K	0.05%	92

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

Francis Financial's CRM Position: Q4 2025 in Review

Francis Financial sold out of Salesforce (CRM) in Q4 2025, closing a stake of 633 shares — an estimated $234K sold.

Francis Financial first reported a position in CRM in Q4 2024 and held it in 2 quarters. The position peaked at $234K in Q3 2025. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Francis Financial reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Francis Financial sold 633 Salesforce shares in Q4 2025, an estimated $234K.
Francis Financial first reported a position in Salesforce in Q4 2024 and held it in 2 quarters.
Francis Financial's Salesforce position peaked at $234K in Q3 2025.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Francis Financial's 13F filing for Q4 2025, filed 11 Feb 2026.