Mad River Investors’s Salesforce CRM Stock Holding History

Mad River Investors’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	-900	Closed	-$213K	–	36
2025 Q3	$213K	Buy	+900	New	+$227K	0.09%	37

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mad River Investors's CRM Position: Q4 2025 in Review

Mad River Investors sold out of Salesforce (CRM) in Q4 2025, closing a stake of 900 shares — an estimated $213K sold.

Mad River Investors first reported a position in CRM in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Mad River Investors reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Mad River Investors sold 900 Salesforce shares in Q4 2025, an estimated $213K.
Mad River Investors first reported a position in Salesforce in Q3 2025 and held it in 1 quarter.
Mad River Investors's Salesforce position peaked at $213K in Q3 2025.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Mad River Investors's 13F filing for Q4 2025, filed 6 Feb 2026.