InTrack Investment Management’s Salesforce CRM Stock Holding History

InTrack Investment 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	-805	Closed	-$220K	–	109
2025 Q2	$220K	Sell	805 -2,339	-74%	-$625K	0.15%	107
2025 Q1	$844K	Sell	3,144 -2,315	-42%	-$720K	0.77%	46
2024 Q4	$1.77M	Sell	5,459 -269	-5%	-$85.8K	1.23%	25
2024 Q3	$1.57M	Sell	5,728 -748	-12%	-$192K	1.11%	25
2024 Q2	$1.67M	Buy	6,476 +1,332	+26%	+$356K	1.18%	21
2024 Q1	$1.55M	Buy	5,144 +125	+2%	+$36.1K	1.15%	20
2023 Q4	$1.32M	Sell	5,019 -1,876	-27%	-$425K	0.99%	28
2023 Q3	$1.4M	Buy	6,895 +822	+14%	+$178K	1.23%	17
2023 Q2	$1.28M	Buy	+6,073	New	+$1.24M	1.05%	28

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

InTrack Investment Management's CRM Position: Q3 2025 in Review

InTrack Investment Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 805 shares — an estimated $220K sold.

InTrack Investment Management first reported a position in CRM in Q2 2023 and held it in 9 quarters. The position peaked at $1.77M in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

InTrack Investment Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
InTrack Investment Management sold 805 Salesforce shares in Q3 2025, an estimated $220K.
InTrack Investment Management first reported a position in Salesforce in Q2 2023 and held it in 9 quarters.
InTrack Investment Management's Salesforce position peaked at $1.77M in Q4 2024.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on InTrack Investment Management's 13F filing for Q3 2025, filed 22 Oct 2025.