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Little House Capital’s Salesforce CRM Stock Holding History

Little House Capital’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
-8,078
Closed -$1.91M – 113
2025
Q3 		$1.91M Sell
8,078
-1,408
-15% -$355K 0.44% 48
2025
Q2 		$2.59M Buy
9,486
+441
+5% +$118K 0.65% 45
2025
Q1 		$2.43M Buy
9,045
+411
+5% +$128K 0.67% 45
2024
Q4 		$2.89M Buy
8,634
+129
+2% +$41.2K 0.82% 30
2024
Q3 		$2.33M Buy
8,505
+890
+12% +$228K 0.67% 44
2024
Q2 		$1.96M Buy
7,615
+830
+12% +$222K 0.61% 46
2024
Q1 		$2.04M Buy
6,785
+2,088
+44% +$602K 0.68% 41
2023
Q4 		$1.24M Hold
4,697
– – 0.45% 62
2023
Q3 		$952K Buy
4,697
+1,902
+68% +$411K 0.39% 71
2023
Q2 		$590K Buy
2,795
+19
+0.7% +$3.88K 0.25% 87
2023
Q1 		$555K Buy
+2,776
New +$469K 0.26% 85
2021
Q2 		– Sell
-10,098
Closed -$2.14M – 152
2021
Q1 		$2.14M Buy
10,098
+7,131
+240% +$1.59M 0.76% 47
2020
Q4 		$660K Buy
2,967
+366
+14% +$89K 0.49% 60
2020
Q3 		$653K Sell
2,601
-225
-8% -$49.3K 0.54% 57
2020
Q2 		$529K Sell
2,826
-104
-4% -$17.5K 0.49% 58
2020
Q1 		$422K Buy
2,930
+637
+28% +$109K 0.46% 55
2019
Q4 		$372K Buy
2,293
+121
+6% +$19K 0.32% 72
2019
Q3 		$322K Sell
2,172
-157
-7% -$23.9K 0.24% 87
2019
Q2 		$364K Buy
2,329
+8
+0.3% +$1.25K 0.24% 87
2019
Q1 		$367K Buy
2,321
+664
+40% +$103K 0.28% 83
2018
Q4 		$227K Buy
+1,657
New +$228K 0.22% 94

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Little House Capital's CRM Position: Q4 2025 in Review

Little House Capital sold out of Salesforce (CRM) in Q4 2025, closing a stake of 8,078 shares — an estimated $1.91M sold.

Little House Capital first reported a position in CRM in Q4 2018 and held it in 21 quarters. The position peaked at $2.89M in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Little House Capital reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Little House Capital sold 8,078 Salesforce shares in Q4 2025, an estimated $1.91M.
  • Little House Capital first reported a position in Salesforce in Q4 2018 and held it in 21 quarters.
  • Little House Capital's Salesforce position peaked at $2.89M in Q4 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Little House Capital's 13F filing for Q4 2025, filed 6 Feb 2026.