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Hyperion Asset Management’s Salesforce CRM Stock Holding History

Hyperion Asset 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
Q3 		– Sell
-156,438
Closed -$42.7M – 19
2025
Q2 		$42.7M Buy
156,438
+19,783
+14% +$5.29M 1.35% 18
2025
Q1 		$36.7M Buy
136,655
+2,449
+2% +$762K 1.44% 16
2024
Q4 		$44.9M Buy
134,206
+1,725
+1% +$551K 1.49% 16
2024
Q3 		$36.3M Sell
132,481
-18,117
-12% -$4.64M 1.39% 18
2024
Q2 		$38.7M Sell
150,598
-20,609
-12% -$5.51M 1.6% 17
2024
Q1 		$51.6M Sell
171,207
-13,378
-7% -$3.86M 2.17% 15
2023
Q4 		$48.6M Sell
184,585
-16,853
-8% -$3.81M 2% 16
2023
Q3 		$40.8M Sell
201,438
-35,266
-15% -$7.62M 1.97% 16
2023
Q2 		$50M Sell
236,704
-28,830
-11% -$5.89M 2.25% 13
2023
Q1 		$53M Sell
265,534
-64,198
-19% -$10.8M 2.76% 12
2022
Q4 		$43.7M Sell
329,732
-26,002
-7% -$3.79M 2.84% 12
2022
Q3 		$51.2M Buy
355,734
+4,493
+1% +$762K 2.97% 14
2022
Q2 		$58M Sell
351,241
-12,684
-3% -$2.24M 3.38% 12
2022
Q1 		$77.3M Sell
363,925
-141,283
-28% -$30.4M 3.2% 11
2021
Q4 		$128M Buy
505,208
+111,971
+28% +$31.5M 5.05% 8
2021
Q3 		$107M Buy
393,237
+60,424
+18% +$15.3M 4.82% 8
2021
Q2 		$81.3M Sell
332,813
-32,705
-9% -$7.54M 4.55% 9
2021
Q1 		$77.4M Sell
365,518
-7,417
-2% -$1.65M 5.38% 7
2020
Q4 		$83M Buy
372,935
+140,634
+61% +$34.2M 5.88% 6
2020
Q3 		$58.4M Sell
232,301
-12,335
-5% -$2.7M 5.92% 6
2020
Q2 		$45.8M Buy
244,636
+42,573
+21% +$7.17M 6.42% 7
2020
Q1 		$29.1M Buy
202,063
+46,954
+30% +$8.05M 7.03% 6
2019
Q4 		$25.2M Buy
155,109
+76,910
+98% +$12.1M 5.8% 9
2019
Q3 		$11.6M Buy
78,199
+15,253
+24% +$2.32M 3.41% 11
2019
Q2 		$9.55M Buy
+62,946
New +$9.86M 2.76% 12

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hyperion Asset Management's CRM Position: Q3 2025 in Review

Hyperion Asset Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 156,438 shares — an estimated $42.7M sold.

Hyperion Asset Management first reported a position in CRM in Q2 2019 and held it in 25 quarters. The position peaked at $128M in Q4 2021. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Hyperion Asset Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Hyperion Asset Management sold 156,438 Salesforce shares in Q3 2025, an estimated $42.7M.
  • Hyperion Asset Management first reported a position in Salesforce in Q2 2019 and held it in 25 quarters.
  • Hyperion Asset Management's Salesforce position peaked at $128M in Q4 2021.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Hyperion Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.