Koesten Hirschmann & Crabtree’s Salesforce CRM Stock Holding History

Koesten Hirschmann & Crabtree’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	-1	Closed	-$240	–	79
2025 Q3	$240	Hold	1	–	–	﹤0.01%	234
2025 Q2	$275	Hold	1	–	–	﹤0.01%	303
2025 Q1	$270	Sell	1 -40	-98%	-$12.4K	﹤0.01%	198
2024 Q4	$13.7K	Buy	41 +40	+4,000%	+$12.8K	0.01%	120
2024 Q3	$275	Hold	1	–	–	﹤0.01%	188
2024 Q2	$302	Hold	1	–	–	﹤0.01%	208
2024 Q1	$302	Hold	1	–	–	﹤0.01%	208
2023 Q4	$264	Hold	1	–	–	﹤0.01%	171
2023 Q3	$203	Hold	1	–	–	﹤0.01%	170
2023 Q2	$212	Hold	1	–	–	﹤0.01%	157
2023 Q1	$200	Hold	1	–	–	﹤0.01%	241
2022 Q4	$133	Buy	+1	New	+$146	﹤0.01%	156

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

Koesten Hirschmann & Crabtree's CRM Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Salesforce (CRM) in Q4 2025, closing a stake of 1 share — an estimated $240 sold.

Koesten Hirschmann & Crabtree first reported a position in CRM in Q4 2022 and held it in 12 quarters. The position peaked at $13.7K in Q4 2024. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 1 Salesforce share in Q4 2025, an estimated $240.
Koesten Hirschmann & Crabtree first reported a position in Salesforce in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's Salesforce position peaked at $13.7K in Q4 2024.
2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.