Global Strategic Investment Solutions’s Salesforce CRM Stock Holding History

Global Strategic Investment Solutions’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	–	Sell	-744	Closed	-$203K	–	155
2025 Q2	$203K	Buy	+744	New	+$199K	0.02%	151
2025 Q1	–	Sell	-842	Closed	-$282K	–	151
2024 Q4	$282K	Sell	842 -99	-11%	-$31.6K	0.03%	133
2024 Q3	$258K	Sell	941 -15	-2%	-$3.84K	0.03%	132
2024 Q2	$246K	Sell	956 -143	-13%	-$38.3K	0.03%	134
2024 Q1	$331K	Buy	1,099 +235	+27%	+$67.8K	0.04%	122
2023 Q4	$227K	Buy	+864	New	+$196K	0.03%	133
2022 Q2	–	Sell	-992	Closed	-$211K	–	128
2022 Q1	$211K	Buy	992 +16	+2%	+$3.44K	0.01%	130
2021 Q4	$248K	Buy	+976	New	+$274K	0.04%	121

Other funds holding CRM

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Global Strategic Investment Solutions's CRM Position: Q3 2025 in Review

Global Strategic Investment Solutions sold out of Salesforce (CRM) in Q3 2025, closing a stake of 744 shares — an estimated $203K sold.

Global Strategic Investment Solutions first reported a position in CRM in Q4 2021 and held it in 8 quarters. The position peaked at $331K in Q1 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Global Strategic Investment Solutions reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Global Strategic Investment Solutions sold 744 Salesforce shares in Q3 2025, an estimated $203K.
Global Strategic Investment Solutions first reported a position in Salesforce in Q4 2021 and held it in 8 quarters.
Global Strategic Investment Solutions's Salesforce position peaked at $331K in Q1 2024.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Global Strategic Investment Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.