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Leelyn Smith’s Salesforce CRM Stock Holding History

Leelyn Smith’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
-8,633
Closed -$2.05M – 152
2025
Q3 		$2.05M Buy
8,633
+765
+10% +$193K 0.31% 83
2025
Q2 		$2.15M Buy
7,868
+622
+9% +$166K 0.35% 78
2025
Q1 		$1.94M Buy
7,246
+151
+2% +$47K 0.35% 78
2024
Q4 		$2.37M Buy
7,095
+172
+2% +$54.9K 0.42% 69
2024
Q3 		$1.89M Buy
6,923
+246
+4% +$63K 0.34% 77
2024
Q2 		$1.72M Buy
6,677
+496
+8% +$133K 0.33% 80
2024
Q1 		$1.86M Sell
6,181
-43
-0.7% -$12.4K 0.37% 76
2023
Q4 		$1.64M Buy
6,224
+96
+2% +$21.7K 0.36% 73
2023
Q3 		$1.24M Sell
6,128
-104
-2% -$22.5K 0.3% 76
2023
Q2 		$1.32M Buy
6,232
+33
+0.5% +$6.74K 0.32% 74
2023
Q1 		$1.24M Buy
6,199
+405
+7% +$68.4K 0.32% 71
2022
Q4 		$768K Buy
5,794
+1,890
+48% +$276K 0.21% 77
2022
Q3 		$562K Sell
3,904
-1,209
-24% -$205K 0.19% 75
2022
Q2 		$844K Buy
5,113
+225
+5% +$39.8K 0.22% 75
2022
Q1 		$1.04M Buy
4,888
+92
+2% +$19.8K 0.27% 78
2021
Q4 		$1.22M Buy
4,796
+327
+7% +$91.9K 0.33% 74
2021
Q3 		$1.21M Sell
4,469
-244
-5% -$62K 0.35% 70
2021
Q2 		$1.15M Sell
4,713
-1,250
-21% -$288K 0.34% 71
2021
Q1 		$1.26M Buy
5,963
+697
+13% +$155K 0.38% 71
2020
Q4 		$1.17M Buy
5,266
+699
+15% +$170K 0.37% 70
2020
Q3 		$1.15M Buy
4,567
+296
+7% +$64.8K 0.41% 68
2020
Q2 		$799K Buy
4,271
+878
+26% +$148K 0.33% 71
2020
Q1 		$489K Buy
3,393
+355
+12% +$60.9K 0.26% 73
2019
Q4 		$494 Buy
+3,038
New +$476K 0.24% 75

Other funds holding CRM

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Leelyn Smith's CRM Position: Q4 2025 in Review

Leelyn Smith sold out of Salesforce (CRM) in Q4 2025, closing a stake of 8,633 shares — an estimated $2.05M sold.

Leelyn Smith first reported a position in CRM in Q4 2019 and held it in 24 quarters. The position peaked at $2.37M in Q4 2024. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Leelyn Smith reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Leelyn Smith sold 8,633 Salesforce shares in Q4 2025, an estimated $2.05M.
  • Leelyn Smith first reported a position in Salesforce in Q4 2019 and held it in 24 quarters.
  • Leelyn Smith's Salesforce position peaked at $2.37M in Q4 2024.
  • 2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Leelyn Smith's 13F filing for Q4 2025, filed 28 Jan 2026.