KA
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Kerrisdale Advisers’s Salesforce CRM Stock Holding History

Kerrisdale Advisers’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
Q2 		– Sell
-7,384
Closed -$1.98M – 71
2025
Q1 		$1.98M Sell
7,384
-3,722
-34% -$1.16M 0.83% 26
2024
Q4 		$3.71M Sell
11,106
-4,935
-31% -$1.57M 1.25% 19
2024
Q3 		$4.39M Sell
16,041
-610
-4% -$156K 1.49% 19
2024
Q2 		$4.28M Buy
16,651
+3,690
+28% +$987K 1.34% 25
2024
Q1 		$3.9M Sell
12,961
-9,508
-42% -$2.74M 1.23% 25
2023
Q4 		$5.91M Buy
22,469
+3,526
+19% +$798K 1.76% 22
2023
Q3 		$3.84M Buy
+18,943
New +$4.09M 1.22% 30
2023
Q2 		– Sell
-1,955
Closed -$391K – 87
2023
Q1 		$391K Sell
1,955
-11,425
-85% -$1.93M 0.12% 79
2022
Q4 		$1.77M Buy
13,380
+3,500
+35% +$511K 0.53% 49
2022
Q3 		$1.42M Sell
9,880
-47,013
-83% -$7.97M 0.35% 51
2022
Q2 		$9.39M Buy
56,893
+23,547
+71% +$4.16M 2.96% 8
2022
Q1 		$7.08M Sell
33,346
-40,031
-55% -$8.62M 2.16% 17
2021
Q4 		$18.6M Sell
73,377
-53,936
-42% -$15.2M 3.85% 11
2021
Q3 		$34.5M Sell
127,313
-47,370
-27% -$12M 3.74% 11
2021
Q2 		$42.7M Buy
174,683
+70,426
+68% +$16.2M 3.83% 6
2021
Q1 		$22.1M Buy
104,257
+33,100
+47% +$7.37M 1.69% 28
2020
Q4 		$15.8M Buy
71,157
+46,157
+185% +$11.2M 1.23% 30
2020
Q3 		$6.28M Buy
25,000
+15,000
+150% +$3.28M 0.47% 47
2020
Q2 		$1.87M Buy
+10,000
New +$1.68M 0.21% 52
2019
Q1 		– Sell
-5,000
Closed -$685K – 36
2018
Q4 		$685K Buy
+5,000
New +$688K 0.42% 20

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kerrisdale Advisers's CRM Position: Q2 2025 in Review

Kerrisdale Advisers sold out of Salesforce (CRM) in Q2 2025, closing a stake of 7,384 shares — an estimated $1.98M sold.

Kerrisdale Advisers first reported a position in CRM in Q4 2018 and held it in 20 quarters. The position peaked at $42.7M in Q2 2021. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Kerrisdale Advisers reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Kerrisdale Advisers sold 7,384 Salesforce shares in Q2 2025, an estimated $1.98M.
  • Kerrisdale Advisers first reported a position in Salesforce in Q4 2018 and held it in 20 quarters.
  • Kerrisdale Advisers's Salesforce position peaked at $42.7M in Q2 2021.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Kerrisdale Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.