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Full Sail Capital’s Salesforce CRM Stock Holding History

Full Sail Capital’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
Q3 		$325K Buy
1,370
+39
+3% +$9.84K 0.02% 210
2025
Q2 		$363K Buy
1,331
+397
+43% +$106K 0.02% 154
2025
Q1 		$251K Buy
934
+136
+17% +$42.3K 0.02% 149
2024
Q4 		$267K Buy
798
+67
+9% +$21.4K 0.02% 138
2024
Q3 		$200K Buy
+731
New +$187K 0.01% 160
2024
Q2 		– Sell
-704
Closed -$212K – 170
2024
Q1 		$212K Buy
+704
New +$203K 0.01% 162

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Full Sail Capital's CRM Position: Q3 2025 in Review

Full Sail Capital increased its Salesforce (CRM) stake by 2.9% in Q3 2025, buying an estimated $9.84K and bringing the position to 1,370 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #210.

Full Sail Capital first reported a position in CRM in Q1 2024 and has held it in 6 quarters since. The position peaked at $363K in Q2 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Full Sail Capital held 1,370 shares of Salesforce worth $325K as of Q3 2025.
  • Full Sail Capital bought 39 Salesforce shares in Q3 2025, an estimated $9.84K.
  • Salesforce made up 0.02% of Full Sail Capital's portfolio in Q3 2025, its #210 holding.
  • Full Sail Capital first reported a position in Salesforce in Q1 2024 and has held it in 6 quarters since.
  • Full Sail Capital's Salesforce position peaked at $363K in Q2 2025.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Full Sail Capital's 13F filing for Q3 2025, filed 14 Nov 2025.