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Iconiq Capital’s Salesforce CRM Stock Holding History

Iconiq Capital’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
-35,168
Closed -$8.33M – 90
2025
Q3 		$8.33M Sell
35,168
-2,760
-7% -$696K 0.1% 35
2025
Q2 		$10.3M Sell
37,928
-665
-2% -$178K 0.17% 26
2025
Q1 		$10.4M Sell
38,593
-661
-2% -$206K 0.18% 27
2024
Q4 		$13.1M Sell
39,254
-34,142
-47% -$10.9M 0.2% 30
2024
Q3 		$20.1M Buy
73,396
+72,606
+9,191% +$18.6M 0.43% 22
2024
Q2 		$203K Buy
+790
New +$211K ﹤0.01% 94
2021
Q4 		– Sell
-13,943
Closed -$3.78M – 74
2021
Q3 		$3.78M Sell
13,943
-1,487
-10% -$378K 0.02% 37
2021
Q2 		$3.77M Hold
15,430
– – 0.02% 36
2021
Q1 		$3.27M Buy
15,430
+1,080
+8% +$240K 0.04% 31
2020
Q4 		$3.19M Hold
14,350
– – 0.08% 40
2020
Q3 		$3.61M Buy
14,350
+3,440
+32% +$753K 0.21% 36
2020
Q2 		$2.04M Buy
+10,910
New +$1.84M 0.14% 27

Other funds holding CRM

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Iconiq Capital's CRM Position: Q4 2025 in Review

Iconiq Capital sold out of Salesforce (CRM) in Q4 2025, closing a stake of 35,168 shares — an estimated $8.33M sold.

Iconiq Capital first reported a position in CRM in Q2 2020 and held it in 12 quarters. The position peaked at $20.1M in Q3 2024. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Iconiq Capital reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Iconiq Capital sold 35,168 Salesforce shares in Q4 2025, an estimated $8.33M.
  • Iconiq Capital first reported a position in Salesforce in Q2 2020 and held it in 12 quarters.
  • Iconiq Capital's Salesforce position peaked at $20.1M in Q3 2024.
  • 2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Iconiq Capital's 13F filing for Q4 2025, filed 13 Feb 2026.