Highview Capital Management’s Salesforce CRM Stock Holding History

Highview 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 Q4	–	Sell	-1,000	Closed	-$237K	–	107
2025 Q3	$237K	Hold	1,000	–	–	0.09%	100
2025 Q2	$273K	Hold	1,000	–	–	0.11%	99
2025 Q1	$268K	Hold	1,000	–	–	0.11%	92
2024 Q4	$334K	Hold	1,000	–	–	0.13%	99
2024 Q3	$274K	Hold	1,000	–	–	0.11%	102
2024 Q2	$257K	Sell	1,000 -105	-10%	-$28.1K	0.11%	106
2024 Q1	$333K	Sell	1,105 -20	-2%	-$5.77K	0.15%	97
2023 Q4	$296K	Buy	1,125 +20	+2%	+$4.53K	0.16%	87
2023 Q3	$224K	Sell	1,105 -39	-3%	-$8.43K	0.13%	98
2023 Q2	$242K	Buy	1,144 +39	+4%	+$7.96K	0.13%	88
2023 Q1	$221K	Sell	1,105 -851	-44%	-$144K	0.13%	91
2022 Q4	$259K	Sell	1,956 -50	-2%	-$7.3K	0.16%	96
2022 Q3	$289K	Hold	2,006	–	–	0.21%	80
2022 Q2	$331K	Sell	2,006 -1,611	-45%	-$285K	0.25%	75
2022 Q1	$768K	Buy	3,617 +631	+21%	+$136K	0.49%	60
2021 Q4	$759K	Buy	+2,986	New	+$839K	0.49%	58

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

Highview Capital Management's CRM Position: Q4 2025 in Review

Highview Capital Management sold out of Salesforce (CRM) in Q4 2025, closing a stake of 1,000 shares — an estimated $237K sold.

Highview Capital Management first reported a position in CRM in Q4 2021 and held it in 16 quarters. The position peaked at $768K in Q1 2022. 2,950 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Highview Capital Management reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Highview Capital Management sold 1,000 Salesforce shares in Q4 2025, an estimated $237K.
Highview Capital Management first reported a position in Salesforce in Q4 2021 and held it in 16 quarters.
Highview Capital Management's Salesforce position peaked at $768K in Q1 2022.
2,950 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Highview Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.