KI
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Kapitalo Investimentos’s Salesforce CRM Stock Holding History

Kapitalo Investimentos’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
-55,000
Closed -$15M – 84
2025
Q2 		$15M Buy
+55,000
New +$14.7M 3.25% 8
2025
Q1 		– Sell
-362
Closed -$121K – 139
2024
Q4 		$121K Buy
+362
New +$116K 0.08% 138
2024
Q2 		– Sell
-754
Closed -$227K – 199
2024
Q1 		$227K Buy
754
+561
+291% +$162K 0.05% 230
2023
Q4 		$50.8K Buy
+193
New +$43.7K 0.01% 460
2023
Q3 		– Sell
-1,013
Closed -$214K – 569
2023
Q2 		$214K Buy
+1,013
New +$207K 0.04% 230
2022
Q4 		– Sell
-3,830
Closed -$551K – 185
2022
Q3 		$551K Hold
3,830
– – 0.23% 22
2022
Q2 		$632K Buy
+3,830
New +$677K 0.41% 20
2022
Q1 		– Sell
-943
Closed -$240K – 36
2021
Q4 		$240K Buy
+943
New +$265K 0.28% 26
2021
Q3 		– Sell
-15,151
Closed -$3.7M – 46
2021
Q2 		$3.7M Sell
15,151
-2,863
-16% -$660K 1.7% 13
2021
Q1 		$3.82M Buy
+18,014
New +$4.01M 4.19% 10

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

Kapitalo Investimentos's CRM Position: Q3 2025 in Review

Kapitalo Investimentos sold out of Salesforce (CRM) in Q3 2025, closing a stake of 55,000 shares — an estimated $15M sold.

Kapitalo Investimentos first reported a position in CRM in Q1 2021 and held it in 10 quarters. The position peaked at $15M in Q2 2025. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Kapitalo Investimentos reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 55,000 Salesforce shares in Q3 2025, an estimated $15M.
  • Kapitalo Investimentos first reported a position in Salesforce in Q1 2021 and held it in 10 quarters.
  • Kapitalo Investimentos's Salesforce position peaked at $15M in Q2 2025.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Kapitalo Investimentos's 13F filing for Q3 2025, filed 3 Nov 2025.