J. Goldman & Co’s Salesforce CRM Stock Holding History

J. Goldman & Co’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	-14,000	Closed	-$3.32M	–	598
2025 Q3	$3.32M	Buy	14,000 +8,000	+133%	+$2.02M	0.08%	239
2025 Q2	$1.64M	Sell	6,000 -1,000	-14%	-$267K	0.04%	297
2025 Q1	$1.88M	Buy	+7,000	New	+$2.18M	0.05%	304
2016 Q4	–	Sell	-455,000	Closed	-$32.5M	–	315
2016 Q3	$32.5M	Buy	+455,000	New	+$35.5M	1.83%	5

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

J. Goldman & Co's CRM Position: Q2 2023 in Review

J. Goldman & Co sold out of Salesforce (CRM) in Q2 2023, closing a stake of 1,277 shares — an estimated $255K sold.

J. Goldman & Co first reported a position in CRM in Q3 2013 and held it in 7 quarters. The position peaked at $19.8M in Q3 2016. 2,293 funds tracked by Wall St. Rank hold CRM as of Q2 2023.

J. Goldman & Co reported no remaining Salesforce position as of Q2 2023 after selling out during the quarter.
J. Goldman & Co sold 1,277 Salesforce shares in Q2 2023, an estimated $255K.
J. Goldman & Co first reported a position in Salesforce in Q3 2013 and held it in 7 quarters.
J. Goldman & Co's Salesforce position peaked at $19.8M in Q3 2016.
2,293 funds tracked by Wall St. Rank held Salesforce as of Q2 2023.

Based on J. Goldman & Co's 13F filing for Q2 2023, filed 14 Aug 2023.