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Lion Street Advisors’s Salesforce CRM Stock Holding History

Lion Street Advisors’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 		$520K Buy
1,735
+690
+66% +$174K 0.18% 112
2025
Q2 		$285K Buy
+1,045
New +$279K 0.09% 223
2025
Q1 		– Sell
-624
Closed -$209K – 270
2024
Q4 		$209K Buy
+624
New +$199K 0.07% 253
2023
Q4 		– Sell
-1,474
Closed -$299K – 254
2023
Q3 		$299K Sell
1,474
-305
-17% -$65.9K 0.1% 184
2023
Q2 		$533K Buy
1,779
+557
+46% +$114K 0.18% 109
2023
Q1 		$244K Buy
1,222
+29
+2% +$4.9K 0.08% 201
2022
Q4 		$358K Sell
1,193
-287
-19% -$41.9K 0.19% 90
2022
Q3 		$212K Buy
1,480
+287
+24% +$48.7K 0.11% 121
2022
Q2 		$355K Sell
1,193
-46
-4% -$8.13K 0.19% 90
2022
Q1 		$262K Buy
1,239
+25
+2% +$5.38K 0.13% 112
2021
Q4 		$309K Buy
1,214
+21
+2% +$5.9K 0.15% 104
2021
Q3 		$323K Buy
+1,193
New +$303K 0.17% 95
2020
Q2 		– Sell
-124
Closed -$18K – 110
2020
Q1 		$18K Buy
+124
New +$21.3K 0.1% 104

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lion Street Advisors's CRM Position: Q3 2025 in Review

Lion Street Advisors increased its Salesforce (CRM) stake by 66% in Q3 2025, buying an estimated $174K and bringing the position to 1,735 shares worth $520K. The position accounts for 0.18% of the portfolio, ranked #112.

Lion Street Advisors first reported a position in CRM in Q1 2020 and has held it in 13 quarters since. The position peaked at $533K in Q2 2023. 2,814 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Lion Street Advisors held 1,735 shares of Salesforce worth $520K as of Q3 2025.
  • Lion Street Advisors bought 690 Salesforce shares in Q3 2025, an estimated $174K.
  • Salesforce made up 0.18% of Lion Street Advisors's portfolio in Q3 2025, its #112 holding.
  • Lion Street Advisors first reported a position in Salesforce in Q1 2020 and has held it in 13 quarters since.
  • Lion Street Advisors's Salesforce position peaked at $533K in Q2 2023.
  • 2,814 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.