Hel Ved Capital Management’s Salesforce CRM Stock Holding History

Hel Ved Capital Management’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	-3,452	Closed	-$926K	–	83
2025 Q1	$926K	Sell	3,452 -4,598	-57%	-$1.43M	0.33%	49
2024 Q4	$2.69M	Buy	8,050 +1,655	+26%	+$528K	0.79%	42
2024 Q3	$1.75M	Buy	+6,395	New	+$1.64M	0.77%	32
2024 Q2	–	Sell	-6,935	Closed	-$2.09M	–	53
2024 Q1	$2.09M	Sell	6,935 -7,005	-50%	-$2.02M	0.52%	38
2023 Q4	$3.67M	Buy	+13,940	New	+$3.15M	1.06%	25

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hel Ved Capital Management's CRM Position: Q2 2025 in Review

Hel Ved Capital Management sold out of Salesforce (CRM) in Q2 2025, closing a stake of 3,452 shares — an estimated $926K sold.

Hel Ved Capital Management first reported a position in CRM in Q4 2023 and held it in 5 quarters. The position peaked at $3.67M in Q4 2023. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Hel Ved Capital Management reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
Hel Ved Capital Management sold 3,452 Salesforce shares in Q2 2025, an estimated $926K.
Hel Ved Capital Management first reported a position in Salesforce in Q4 2023 and held it in 5 quarters.
Hel Ved Capital Management's Salesforce position peaked at $3.67M in Q4 2023.
2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Hel Ved Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.