Goelzer Investment Management’s Salesforce CRM Stock Holding History

Goelzer Investment 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 Q4	–	Sell	-6,679	Closed	-$1.58M	–	273
2025 Q3	$1.58M	Sell	6,679 -682	-9%	-$172K	0.08%	136
2025 Q2	$2.01M	Sell	7,361 -201	-3%	-$53.7K	0.11%	131
2025 Q1	$2.03M	Buy	+7,562	New	+$2.35M	0.12%	126
2019 Q2	–	Sell	-9,002	Closed	-$1.43M	–	259
2019 Q1	$1.43M	Buy	9,002 +861	+11%	+$133K	0.14%	158
2018 Q4	$1.11M	Buy	+8,141	New	+$1.12M	0.14%	145

Other funds holding CRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goelzer Investment Management's CRM Position: Q4 2025 in Review

Goelzer Investment Management sold out of Salesforce (CRM) in Q4 2025, closing a stake of 6,679 shares — an estimated $1.58M sold.

Goelzer Investment Management first reported a position in CRM in Q4 2018 and held it in 5 quarters. The position peaked at $2.03M in Q1 2025. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Goelzer Investment Management reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Goelzer Investment Management sold 6,679 Salesforce shares in Q4 2025, an estimated $1.58M.
Goelzer Investment Management first reported a position in Salesforce in Q4 2018 and held it in 5 quarters.
Goelzer Investment Management's Salesforce position peaked at $2.03M in Q1 2025.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Goelzer Investment Management's 13F filing for Q4 2025, filed 14 Jan 2026.