Headlands Technologies’s Salesforce CRM Stock Holding History

Headlands Technologies’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	-5,467	Closed	-$1.3M	–	700
2025 Q3	$1.3M	Sell	5,467 -5,887	-52%	-$1.48M	0.1%	198
2025 Q2	$3.1M	Sell	11,354 -18,209	-62%	-$4.87M	0.37%	59
2025 Q1	$7.93M	Sell	29,563 -4,251	-13%	-$1.32M	0.9%	20
2024 Q4	$11.3M	Buy	+33,814	New	+$10.8M	1.14%	10
2023 Q4	–	Sell	-846	Closed	-$172K	–	997
2023 Q3	$172K	Buy	846 +394	+87%	+$85.1K	0.08%	225
2023 Q2	$95.5K	Sell	452 -1,380	-75%	-$282K	0.03%	392
2023 Q1	$366K	Buy	+1,832	New	+$309K	0.24%	83

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

Headlands Technologies's CRM Position: Q4 2025 in Review

Headlands Technologies sold out of Salesforce (CRM) in Q4 2025, closing a stake of 5,467 shares — an estimated $1.3M sold.

Headlands Technologies first reported a position in CRM in Q1 2023 and held it in 7 quarters. The position peaked at $11.3M in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Headlands Technologies reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Headlands Technologies sold 5,467 Salesforce shares in Q4 2025, an estimated $1.3M.
Headlands Technologies first reported a position in Salesforce in Q1 2023 and held it in 7 quarters.
Headlands Technologies's Salesforce position peaked at $11.3M in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Headlands Technologies's 13F filing for Q4 2025, filed 13 Feb 2026.