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GLOBALT Investments’s Salesforce CRM Stock Holding History

GLOBALT Investments’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
-1,442
Closed -$393K – 211
2025
Q2 		$393K Buy
1,442
+123
+9% +$32.9K 0.02% 186
2025
Q1 		$354K Hold
1,319
– – 0.01% 187
2024
Q4 		$441K Hold
1,319
– – 0.02% 182
2024
Q3 		$361K Buy
1,319
+48
+4% +$12.3K 0.01% 189
2024
Q2 		$327K Sell
1,271
-1
-0.1% -$268 0.01% 192
2024
Q1 		$383K Buy
1,272
+1
+0.1% +$289 0.02% 186
2023
Q4 		$334K Buy
+1,271
New +$288K 0.01% 191

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

GLOBALT Investments's CRM Position: Q3 2025 in Review

GLOBALT Investments sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,442 shares — an estimated $393K sold.

GLOBALT Investments first reported a position in CRM in Q4 2023 and held it in 7 quarters. The position peaked at $441K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • GLOBALT Investments reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • GLOBALT Investments sold 1,442 Salesforce shares in Q3 2025, an estimated $393K.
  • GLOBALT Investments first reported a position in Salesforce in Q4 2023 and held it in 7 quarters.
  • GLOBALT Investments's Salesforce position peaked at $441K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on GLOBALT Investments's 13F filing for Q3 2025, filed 14 Oct 2025.