Holocene Advisors
CRM icon

Holocene Advisors’s Salesforce CRM Stock Holding History

Holocene Advisors’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
-245,042
Closed -$65.8M – 776
2025
Q1 		$65.8M Sell
245,042
-379,827
-61% -$118M 0.19% 142
2024
Q4 		$209M Buy
+624,869
New +$199M 0.67% 36
2024
Q2 		– Sell
-449,295
Closed -$135M – 728
2024
Q1 		$135M Buy
449,295
+437,832
+3,820% +$126M 0.5% 70
2023
Q4 		$3.02M Sell
11,463
-33,451
-74% -$7.57M 0.01% 448
2023
Q3 		$9.11M Buy
+44,914
New +$9.7M 0.04% 291
2023
Q2 		– Sell
-528,811
Closed -$106M – 744
2023
Q1 		$106M Buy
+528,811
New +$89.3M 0.52% 65
2022
Q3 		– Sell
-543,113
Closed -$89.6M – 823
2022
Q2 		$89.6M Buy
543,113
+305,031
+128% +$53.9M 0.54% 58
2022
Q1 		$50.5M Sell
238,082
-405,069
-63% -$87.2M 0.26% 127
2021
Q4 		$163M Sell
643,151
-1,053,462
-62% -$296M 0.85% 24
2021
Q3 		$460M Buy
1,696,613
+715,267
+73% +$182M 2.5% 1
2021
Q2 		$240M Buy
981,346
+741,219
+309% +$171M 1.35% 5
2021
Q1 		$50.9M Buy
+240,127
New +$53.5M 0.32% 104
2020
Q4 		– Sell
-2,491
Closed -$626K – 762
2020
Q3 		$626K Sell
2,491
-516,318
-100% -$113M ﹤0.01% 551
2020
Q2 		$97.2M Buy
518,809
+293,579
+130% +$49.5M 0.85% 36
2020
Q1 		$32.4M Sell
225,230
-1,144,719
-84% -$196M 0.35% 86
2019
Q4 		$223M Sell
1,369,949
-542,252
-28% -$85M 2% 3
2019
Q3 		$284M Buy
+1,912,201
New +$291M 2.92% 1
2019
Q1 		– Sell
-997,666
Closed -$137M – 674
2018
Q4 		$137M Buy
997,666
+310,854
+45% +$42.8M 2.2% 9
2018
Q3 		$109M Sell
686,812
-168,806
-20% -$25M 1.76% 12
2018
Q2 		$117M Buy
+855,618
New +$109M 2.48% 7
2018
Q1 		– Sell
-600,222
Closed -$61.4M – 577
2017
Q4 		$61.4M Buy
+600,222
New +$61.2M 1.56% 18

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Holocene Advisors's CRM Position: Q2 2025 in Review

Holocene Advisors sold out of Salesforce (CRM) in Q2 2025, closing a stake of 245,042 shares — an estimated $65.8M sold.

Holocene Advisors first reported a position in CRM in Q4 2017 and held it in 21 quarters. The position peaked at $460M in Q3 2021. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Holocene Advisors reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Holocene Advisors sold 245,042 Salesforce shares in Q2 2025, an estimated $65.8M.
  • Holocene Advisors first reported a position in Salesforce in Q4 2017 and held it in 21 quarters.
  • Holocene Advisors's Salesforce position peaked at $460M in Q3 2021.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Holocene Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.