GCM
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Generation Capital Management’s Salesforce CRM Stock Holding History

Generation 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 		– Sell
-6,343
Closed -$1.7M – 80
2025
Q1 		$1.7M Buy
6,343
+1,105
+21% +$344K 1.53% 21
2024
Q4 		$1.75M Buy
+5,238
New +$1.67M 1.5% 22

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Generation Capital Management sold out of Salesforce (CRM) in Q2 2025, closing a stake of 6,343 shares — an estimated $1.7M sold.

Generation Capital Management first reported a position in CRM in Q4 2024 and held it in 2 quarters. The position peaked at $1.75M in Q4 2024. 2,956 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Generation Capital Management reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Generation Capital Management sold 6,343 Salesforce shares in Q2 2025, an estimated $1.7M.
  • Generation Capital Management first reported a position in Salesforce in Q4 2024 and held it in 2 quarters.
  • Generation Capital Management's Salesforce position peaked at $1.75M in Q4 2024.
  • 2,956 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Generation Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.