Lattice Capital Management’s Salesforce CRM Stock Holding History

Lattice Capital 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 Q4	–	Sell	-500	Closed	-$119K	–	22
2025 Q3	$119K	Sell	500 -438	-47%	-$110K	0.11%	23
2025 Q2	$256K	Hold	938	–	–	0.28%	22
2025 Q1	$252K	Hold	938	–	–	0.26%	21
2024 Q4	$314K	Hold	938	–	–	0.26%	24
2024 Q3	$257K	Hold	938	–	–	0.23%	24
2024 Q2	$241K	Buy	+938	New	+$251K	0.01%	29

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lattice Capital Management's CRM Position: Q4 2025 in Review

Lattice Capital Management sold out of Salesforce (CRM) in Q4 2025, closing a stake of 500 shares — an estimated $119K sold.

Lattice Capital Management first reported a position in CRM in Q2 2024 and held it in 6 quarters. The position peaked at $314K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Lattice Capital Management reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Lattice Capital Management sold 500 Salesforce shares in Q4 2025, an estimated $119K.
Lattice Capital Management first reported a position in Salesforce in Q2 2024 and held it in 6 quarters.
Lattice Capital Management's Salesforce position peaked at $314K in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Lattice Capital Management's 13F filing for Q4 2025, filed 2 Feb 2026.