Freedom Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-4,568
| Closed | -$1.25M | – | 274 |
|
|
2025
Q2 | $1.25M | Buy |
4,568
+387
| +9% | +$103K | 0.1% | 191 |
|
|
2025
Q1 | $1.12M | Buy |
4,181
+1,589
| +61% | +$494K | 0.09% | 203 |
|
|
2024
Q4 | $867K | Buy |
2,592
+526
| +25% | +$168K | 0.07% | 278 |
|
|
2024
Q3 | $565K | Sell |
2,066
-1,921
| -48% | -$492K | 0.05% | 399 |
|
|
2024
Q2 | $1.02M | Sell |
3,987
-212
| -5% | -$56.7K | 0.08% | 231 |
|
|
2024
Q1 | $1.26M | Buy |
4,199
+10
| +0.2% | +$2.88K | 0.1% | 190 |
|
|
2023
Q4 | $1.1M | Sell |
4,189
-687
| -14% | -$155K | 0.09% | 215 |
|
|
2023
Q3 | $989K | Sell |
4,876
-620
| -11% | -$134K | 0.12% | 208 |
|
|
2023
Q2 | $1.16M | Sell |
5,496
-203
| -4% | -$41.4K | 0.13% | 200 |
|
|
2023
Q1 | $1.14M | Sell |
5,699
-1,326
| -19% | -$224K | 0.13% | 209 |
|
|
2022
Q4 | $931K | Sell |
7,025
-1,030
| -13% | -$150K | 0.1% | 262 |
|
|
2022
Q3 | $1.16M | Buy |
8,055
+1,366
| +20% | +$232K | 0.13% | 203 |
|
|
2022
Q2 | $1.1M | Buy |
6,689
+406
| +6% | +$71.7K | 0.12% | 240 |
|
|
2022
Q1 | $1.33M | Sell |
6,283
-5,466
| -47% | -$1.18M | 0.12% | 222 |
|
|
2021
Q4 | $2.99M | Sell |
11,749
-482
| -4% | -$135K | 0.22% | 115 |
|
|
2021
Q3 | $3.32M | Buy |
12,231
+2,326
| +23% | +$591K | 0.25% | 84 |
|
|
2021
Q2 | $2.42M | Buy |
9,905
+133
| +1% | +$30.7K | 0.18% | 135 |
|
|
2021
Q1 | $2.07M | Buy |
9,772
+5,917
| +153% | +$1.32M | 0.16% | 150 |
|
|
2020
Q4 | $858K | Buy |
3,855
+768
| +25% | +$187K | 0.09% | 209 |
|
|
2020
Q3 | $776K | Buy |
3,087
+124
| +4% | +$27.1K | 0.08% | 206 |
|
|
2020
Q2 | $555K | Sell |
2,963
-673
| -19% | -$113K | 0.06% | 247 |
|
|
2020
Q1 | $675K | Sell |
3,636
-76
| -2% | -$13K | 0.06% | 269 |
|
|
2019
Q4 | $604K | Sell |
3,712
-532
| -13% | -$83.4K | 0.05% | 306 |
|
|
2019
Q3 | $630K | Buy |
4,244
+430
| +11% | +$65.3K | 0.05% | 304 |
|
|
2019
Q2 | $579K | Sell |
3,814
-132
| -3% | -$20.7K | 0.05% | 323 |
|
|
2019
Q1 | $625K | Sell |
3,946
-85
| -2% | -$13.2K | 0.05% | 328 |
|
|
2018
Q4 | $552K | Buy |
4,031
+643
| +19% | +$88.4K | 0.04% | 399 |
|
|
2018
Q3 | $519K | Sell |
3,388
-215
| -6% | -$31.9K | 0.03% | 503 |
|
|
2018
Q2 | $491K | Buy |
3,603
+303
| +9% | +$38.7K | 0.03% | 560 |
|
|
2018
Q1 | $384K | Buy |
3,300
+448
| +16% | +$51.4K | 0.02% | 773 |
|
|
2017
Q4 | $292K | Sell |
2,852
-533
| -16% | -$54.3K | 0.01% | 900 |
|
|
2017
Q3 | $316K | Sell |
3,385
-721
| -18% | -$66.3K | 0.02% | 826 |
|
|
2017
Q2 | $356K | Sell |
4,106
-791
| -16% | -$68.9K | 0.02% | 705 |
|
|
2017
Q1 | $404K | Sell |
4,897
-239
| -5% | -$19.1K | 0.02% | 626 |
|
|
2016
Q4 | $352K | Sell |
5,136
-174
| -3% | -$12.6K | 0.02% | 622 |
|
|
2016
Q3 | $379K | Sell |
5,310
-409
| -7% | -$31.9K | 0.02% | 537 |
|
|
2016
Q2 | $454K | Buy |
5,719
+333
| +6% | +$26.1K | 0.03% | 441 |
|
|
2016
Q1 | $398K | Sell |
5,386
-592
| -10% | -$40.8K | 0.03% | 470 |
|
|
2015
Q4 | $469K | Buy |
5,978
+1,697
| +40% | +$133K | 0.04% | 424 |
|
|
2015
Q3 | $346K | Sell |
4,281
-245
| -5% | -$17.4K | 0.04% | 428 |
|
|
2015
Q2 | $315K | Buy |
4,526
+256
| +6% | +$18.2K | 0.03% | 476 |
|
|
2015
Q1 | $285K | Sell |
4,270
-24
| -0.6% | -$1.49K | 0.03% | 493 |
|
|
2014
Q4 | $255K | Sell |
4,294
-42
| -1% | -$2.48K | 0.03% | 470 |
|
|
2014
Q3 | $249K | Sell |
4,336
-142
| -3% | -$8K | 0.04% | 393 |
|
|
2014
Q2 | $260K | Buy |
4,478
+550
| +14% | +$29.7K | 0.04% | 377 |
|
|
2014
Q1 | $224K | Sell |
3,928
-114
| -3% | -$6.82K | 0.05% | 372 |
|
|
2013
Q4 | $223K | Sell |
4,042
-307
| -7% | -$16.4K | 0.06% | 361 |
|
|
2013
Q3 | $226K | Buy |
+4,349
| New | +$197K | 0.06% | 293 |
|
Other funds holding CRM
Freedom Investment Management's CRM Position: Q3 2025 in Review
Freedom Investment Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 4,568 shares — an estimated $1.25M sold.
Freedom Investment Management first reported a position in CRM in Q3 2013 and held it in 48 quarters. The position peaked at $3.32M in Q3 2021. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.
- Freedom Investment Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
- Freedom Investment Management sold 4,568 Salesforce shares in Q3 2025, an estimated $1.25M.
- Freedom Investment Management first reported a position in Salesforce in Q3 2013 and held it in 48 quarters.
- Freedom Investment Management's Salesforce position peaked at $3.32M in Q3 2021.
- 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.
Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.