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Gilbert & Cook’s Salesforce CRM Stock Holding History

Gilbert & Cook’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
-5,886
Closed -$1.39M – 223
2025
Q3 		$1.39M Buy
5,886
+39
+0.7% +$9.84K 0.18% 55
2025
Q2 		$1.59M Buy
5,847
+129
+2% +$34.5K 0.22% 39
2025
Q1 		$1.53M Sell
5,718
-13
-0.2% -$4.04K 0.22% 36
2024
Q4 		$1.92M Sell
5,731
-37
-0.6% -$11.8K 0.27% 31
2024
Q3 		$1.58M Sell
5,768
-159
-3% -$40.7K 0.22% 36
2024
Q2 		$1.52M Sell
5,927
-603
-9% -$161K 0.22% 33
2024
Q1 		$1.97M Buy
6,530
+871
+15% +$251K 0.27% 30
2023
Q4 		$1.49M Buy
5,659
+366
+7% +$82.8K 0.21% 38
2023
Q3 		$1.07M Buy
5,293
+2,026
+62% +$438K 0.17% 49
2023
Q2 		$690K Buy
3,267
+971
+42% +$198K 0.11% 77
2023
Q1 		$459K Buy
+2,296
New +$388K 0.08% 106
2020
Q4 		– Sell
-1,573
Closed -$395K – 190
2020
Q3 		$395K Buy
+1,573
New +$344K 0.09% 81
2020
Q2 		– Sell
-2,154
Closed -$310K – 149
2020
Q1 		$310K Buy
2,154
+51
+2% +$8.74K 0.09% 81
2019
Q4 		$342K Buy
2,103
+222
+12% +$34.8K 0.08% 90
2019
Q3 		$279K Buy
+1,881
New +$286K 0.08% 89
2017
Q3 		– Sell
-2,902
Closed -$251K – 104
2017
Q2 		$251K Buy
+2,902
New +$253K 0.09% 112

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gilbert & Cook's CRM Position: Q4 2025 in Review

Gilbert & Cook sold out of Salesforce (CRM) in Q4 2025, closing a stake of 5,886 shares — an estimated $1.39M sold.

Gilbert & Cook first reported a position in CRM in Q2 2017 and held it in 16 quarters. The position peaked at $1.97M in Q1 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Gilbert & Cook reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Gilbert & Cook sold 5,886 Salesforce shares in Q4 2025, an estimated $1.39M.
  • Gilbert & Cook first reported a position in Salesforce in Q2 2017 and held it in 16 quarters.
  • Gilbert & Cook's Salesforce position peaked at $1.97M in Q1 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Gilbert & Cook's 13F filing for Q4 2025, filed 7 Jan 2026.