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Gries Financial’s Salesforce CRM Stock Holding History

Gries Financial’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 		$434K Buy
1,830
+117
+7% +$29.5K 0.07% 193
2025
Q2 		$467K Buy
1,713
+77
+5% +$20.6K 0.09% 177
2025
Q1 		$439K Buy
1,636
+245
+18% +$76.2K 0.09% 177
2024
Q4 		$465K Buy
1,391
+187
+16% +$59.7K 0.08% 172
2024
Q3 		$330K Buy
+1,204
New +$308K 0.06% 195
2024
Q2 		– Sell
-2,441
Closed -$735K – 251
2024
Q1 		$735K Buy
2,441
+826
+51% +$238K 0.12% 143
2023
Q4 		$425K Buy
+1,615
New +$366K 0.09% 141

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

Gries Financial's CRM Position: Q3 2025 in Review

Gries Financial increased its Salesforce (CRM) stake by 6.8% in Q3 2025, buying an estimated $29.5K and bringing the position to 1,830 shares worth $434K. The position accounts for 0.07% of the portfolio, ranked #193.

Gries Financial first reported a position in CRM in Q4 2023 and has held it in 7 quarters since. The position peaked at $735K in Q1 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Gries Financial held 1,830 shares of Salesforce worth $434K as of Q3 2025.
  • Gries Financial bought 117 Salesforce shares in Q3 2025, an estimated $29.5K.
  • Salesforce made up 0.07% of Gries Financial's portfolio in Q3 2025, its #193 holding.
  • Gries Financial first reported a position in Salesforce in Q4 2023 and has held it in 7 quarters since.
  • Gries Financial's Salesforce position peaked at $735K in Q1 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.