Hamilton Capital Partners (Canada)’s Salesforce CRM Stock Holding History

Hamilton Capital Partners (Canada)’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	-77,770	Closed	-$21.2M	–	220
2025 Q2	$21.2M	Buy	77,770 +10,925	+16%	+$2.92M	1.08%	34
2025 Q1	$17.9M	Buy	66,845 +4,475	+7%	+$1.39M	1.15%	34
2024 Q4	$20.9M	Buy	62,370 +7,126	+13%	+$2.27M	1.56%	21
2024 Q3	$15.1M	Buy	55,244 +14,791	+37%	+$3.79M	1.31%	28
2024 Q2	$10.4M	Buy	40,453 +3,692	+10%	+$988K	1.11%	32
2024 Q1	$11.1M	Buy	36,761 +6,664	+22%	+$1.92M	1.34%	29
2023 Q4	$7.92M	Buy	+30,097	New	+$6.81M	1.59%	20

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hamilton Capital Partners (Canada)'s CRM Position: Q3 2025 in Review

Hamilton Capital Partners (Canada) sold out of Salesforce (CRM) in Q3 2025, closing a stake of 77,770 shares — an estimated $21.2M sold.

Hamilton Capital Partners (Canada) first reported a position in CRM in Q4 2023 and held it in 7 quarters. The position peaked at $21.2M in Q2 2025. 2,810 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Hamilton Capital Partners (Canada) reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Hamilton Capital Partners (Canada) sold 77,770 Salesforce shares in Q3 2025, an estimated $21.2M.
Hamilton Capital Partners (Canada) first reported a position in Salesforce in Q4 2023 and held it in 7 quarters.
Hamilton Capital Partners (Canada)'s Salesforce position peaked at $21.2M in Q2 2025.
2,810 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q3 2025, filed 14 Aug 2026.