Logan Capital Management’s Salesforce CRM Stock Holding History

Logan 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	-2	Closed	-$474	–	302
2025 Q3	$474	Hold	2	–	–	﹤0.01%	463
2025 Q2	$545	Sell	2 -298	-99%	-$79.7K	﹤0.01%	454
2025 Q1	$80.5K	Hold	300	–	–	﹤0.01%	316
2024 Q4	$100K	Buy	300 +2	+0.7%	+$638	﹤0.01%	314
2024 Q3	$81.6K	Hold	298	–	–	﹤0.01%	325
2024 Q2	$76.6K	Hold	298	–	–	﹤0.01%	322
2024 Q1	$89.8K	Hold	298	–	–	﹤0.01%	322
2023 Q4	$78.4K	Hold	298	–	–	﹤0.01%	334
2023 Q3	$60.4K	Hold	298	–	–	﹤0.01%	334
2023 Q2	$63K	Hold	298	–	–	﹤0.01%	329
2023 Q1	$59.5K	Hold	298	–	–	﹤0.01%	338
2022 Q4	$39.5K	Sell	298 -158	-35%	-$23.1K	﹤0.01%	358
2022 Q3	$66K	Sell	456 -53	-10%	-$8.99K	﹤0.01%	326
2022 Q2	$84K	Hold	509	–	–	﹤0.01%	322
2022 Q1	$108K	Hold	509	–	–	0.01%	311
2021 Q4	$129K	Buy	509 +14	+3%	+$3.93K	0.01%	308
2021 Q3	$134K	Buy	495 +118	+31%	+$30K	0.01%	305
2021 Q2	$92K	Buy	377 +79	+27%	+$18.2K	﹤0.01%	320
2021 Q1	$63K	Buy	+298	New	+$66.3K	﹤0.01%	326

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

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

Logan Capital Management sold out of Salesforce (CRM) in Q4 2025, closing a stake of 2 shares — an estimated $474 sold.

Logan Capital Management first reported a position in CRM in Q1 2021 and held it in 19 quarters. The position peaked at $134K in Q3 2021. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Logan Capital Management reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 2 Salesforce shares in Q4 2025, an estimated $474.
Logan Capital Management first reported a position in Salesforce in Q1 2021 and held it in 19 quarters.
Logan Capital Management's Salesforce position peaked at $134K in Q3 2021.
2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.