M & L Capital Management’s Salesforce CRM Stock Holding History

M & L 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	-11,000	Closed	-$2.61M	–	26
2025 Q3	$2.61M	Hold	11,000	–	–	0.52%	14
2025 Q2	$3M	Buy	+11,000	New	+$2.94M	0.68%	14

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

M & L Capital Management's CRM Position: Q4 2025 in Review

M & L Capital Management sold out of Salesforce (CRM) in Q4 2025, closing a stake of 11,000 shares — an estimated $2.61M sold.

M & L Capital Management first reported a position in CRM in Q2 2025 and held it in 2 quarters. The position peaked at $3M in Q2 2025. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

M & L Capital Management reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
M & L Capital Management sold 11,000 Salesforce shares in Q4 2025, an estimated $2.61M.
M & L Capital Management first reported a position in Salesforce in Q2 2025 and held it in 2 quarters.
M & L Capital Management's Salesforce position peaked at $3M in Q2 2025.
2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on M & L Capital Management's 13F filing for Q4 2025, filed 12 Jan 2026.