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Grace & Mercy Foundation’s Salesforce CRM Stock Holding History

Grace & Mercy Foundation’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
Q2 		– Sell
-2,000
Closed -$537K – 19
2025
Q1 		$537K Hold
2,000
– – 0.13% 18
2024
Q4 		$669K Hold
2,000
– – 0.15% 16
2024
Q3 		$547K Sell
2,000
-5,500
-73% -$1.41M 0.12% 19
2024
Q2 		$1.93M Buy
7,500
+2,000
+36% +$535K 0.44% 14
2024
Q1 		$1.66M Hold
5,500
– – 0.42% 14
2023
Q4 		$1.45M Hold
5,500
– – 0.39% 14
2023
Q3 		$1.12M Buy
+5,500
New +$1.19M 0.34% 14

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Grace & Mercy Foundation's CRM Position: Q2 2025 in Review

Grace & Mercy Foundation sold out of Salesforce (CRM) in Q2 2025, closing a stake of 2,000 shares — an estimated $537K sold.

Grace & Mercy Foundation first reported a position in CRM in Q3 2023 and held it in 7 quarters. The position peaked at $1.93M in Q2 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Grace & Mercy Foundation reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Grace & Mercy Foundation sold 2,000 Salesforce shares in Q2 2025, an estimated $537K.
  • Grace & Mercy Foundation first reported a position in Salesforce in Q3 2023 and held it in 7 quarters.
  • Grace & Mercy Foundation's Salesforce position peaked at $1.93M in Q2 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Grace & Mercy Foundation's 13F filing for Q2 2025, filed 14 Aug 2025.