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Graypoint LLC’s Salesforce CRM Stock Holding History

Graypoint LLC’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 		$2.29M Buy
8,414
+149
+2% +$39.8K 0.13% 126
2025
Q1 		$2.22M Sell
8,265
-105
-1% -$32.7K 0.14% 125
2024
Q4 		$2.8M Buy
8,370
+336
+4% +$107K 0.17% 98
2024
Q3 		$2.2M Sell
8,034
-1,915
-19% -$491K 0.14% 118
2024
Q2 		$2.56M Sell
9,949
-1,249
-11% -$334K 0.18% 93
2024
Q1 		$3.37M Buy
11,198
+694
+7% +$200K 0.24% 78
2023
Q4 		$2.76M Buy
10,504
+36
+0.3% +$8.15K 0.22% 86
2023
Q3 		$2.12M Buy
10,468
+634
+6% +$137K 0.2% 96
2023
Q2 		$2.08M Buy
9,834
+1,587
+19% +$324K 0.21% 87
2023
Q1 		$1.65M Buy
8,247
+2,225
+37% +$376K 0.18% 95
2022
Q4 		$798K Sell
6,022
-1,128
-16% -$165K 0.1% 145
2022
Q3 		$1.03M Buy
7,150
+1,120
+19% +$190K 0.13% 117
2022
Q2 		$995K Buy
6,030
+763
+14% +$135K 0.13% 125
2022
Q1 		$1.12M Sell
5,267
-38
-0.7% -$8.18K 0.11% 127
2021
Q4 		$1.35M Buy
5,305
+1,106
+26% +$311K 0.14% 114
2021
Q3 		$1.14M Buy
4,199
+1,225
+41% +$311K 0.14% 111
2021
Q2 		$726K Buy
2,974
+376
+14% +$86.7K 0.1% 139
2021
Q1 		$550K Sell
2,598
-27
-1% -$6.01K 0.08% 152
2020
Q4 		$584K Buy
2,625
+72
+3% +$17.5K 0.1% 134
2020
Q3 		$642K Buy
2,553
+1,343
+111% +$294K 0.12% 122
2020
Q2 		$227K Sell
1,210
-407
-25% -$68.6K 0.05% 149
2020
Q1 		$232K Buy
+1,617
New +$277K 0.06% 136

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

Graypoint LLC's CRM Position: Q2 2025 in Review

Graypoint LLC increased its Salesforce (CRM) stake by 1.8% in Q2 2025, buying an estimated $39.8K and bringing the position to 8,414 shares worth $2.29M. The position accounts for 0.13% of the portfolio, ranked #126.

Graypoint LLC first reported a position in CRM in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.37M in Q1 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Graypoint LLC held 8,414 shares of Salesforce worth $2.29M as of Q2 2025.
  • Graypoint LLC bought 149 Salesforce shares in Q2 2025, an estimated $39.8K.
  • Salesforce made up 0.13% of Graypoint LLC's portfolio in Q2 2025, its #126 holding.
  • Graypoint LLC first reported a position in Salesforce in Q1 2020 and has held it in 22 quarters since.
  • Graypoint LLC's Salesforce position peaked at $3.37M in Q1 2024.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.