Gifford Fong Associates’s Salesforce CRM Stock Holding History

Gifford Fong Associates’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	$19.3M	Buy	73,009 +10,000	+16%	+$2.49M	3.86%	4
2025 Q3	$14.9M	Buy	63,009 +20,000	+47%	+$5.04M	3.14%	6
2025 Q2	$11.7M	Hold	43,009	–	–	2.7%	7
2025 Q1	$11.5M	Buy	43,009 +25,000	+139%	+$7.78M	2.87%	7
2024 Q4	$6.02M	Hold	18,009	–	–	1.48%	16
2024 Q3	$4.93M	Hold	18,009	–	–	1.23%	20
2024 Q2	$4.63M	Hold	18,009	–	–	1.23%	18
2024 Q1	$5.42M	Sell	18,009 -10,577	-37%	-$3.05M	1.5%	13
2023 Q4	$7.52M	Hold	28,586	–	–	1.6%	13
2023 Q3	$5.8M	Hold	28,586	–	–	1.39%	16
2023 Q2	$6.04M	Hold	28,586	–	–	1.42%	16
2023 Q1	$5.71M	Sell	28,586 -19,035	-40%	-$3.22M	1.5%	14
2022 Q4	$6.31M	Hold	47,621	–	–	1.45%	18
2022 Q3	$6.85M	Hold	47,621	–	–	1.69%	14
2022 Q2	$7.86M	Hold	47,621	–	–	1.83%	12
2022 Q1	$10.1M	Hold	47,621	–	–	1.85%	12
2021 Q4	$12.1M	Hold	47,621	–	–	2.12%	11
2021 Q3	$12.9M	Hold	47,621	–	–	2.51%	8
2021 Q2	$11.6M	Hold	47,621	–	–	2.26%	9
2021 Q1	$10.1M	Hold	47,621	–	–	2.17%	9
2020 Q4	$10.6M	Buy	47,621 +32,621	+217%	+$7.93M	2.46%	8
2020 Q3	$3.77M	Sell	15,000 -15,000	-50%	-$3.28M	1.01%	25
2020 Q2	$5.62M	Hold	30,000	–	–	1.7%	12
2020 Q1	$4.32M	Buy	30,000 +20,000	+200%	+$3.43M	1.58%	17
2019 Q4	$1.63M	Hold	10,000	–	–	0.47%	54
2019 Q3	$1.48M	Buy	+10,000	New	+$1.52M	0.49%	56

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gifford Fong Associates's CRM Position: Q4 2025 in Review

Gifford Fong Associates increased its Salesforce (CRM) stake by 16% in Q4 2025, buying an estimated $2.49M and bringing the position to 73,009 shares worth $19.3M. The position accounts for 3.86% of the portfolio, ranked #4.

Gifford Fong Associates first reported a position in CRM in Q3 2019 and has held it in 26 quarters since. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Gifford Fong Associates held 73,009 shares of Salesforce worth $19.3M as of Q4 2025.
Gifford Fong Associates bought 10,000 Salesforce shares in Q4 2025, an estimated $2.49M.
Salesforce made up 3.86% of Gifford Fong Associates's portfolio in Q4 2025, its #4 holding.
Gifford Fong Associates first reported a position in Salesforce in Q3 2019 and has held it in 26 quarters since.
2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.