Marest Capital’s Salesforce CRM Stock Holding History

Marest 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 Q3	–	Sell	-1,326	Closed	-$362K	–	28
2025 Q2	$362K	Buy	+1,326	New	+$355K	0.28%	15
2024 Q2	–	Sell	-722	Closed	-$217K	–	20
2024 Q1	$217K	Buy	+722	New	+$208K	0.2%	24

Other funds holding CRM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marest Capital's CRM Position: Q3 2025 in Review

Marest Capital sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,326 shares — an estimated $362K sold.

Marest Capital first reported a position in CRM in Q1 2024 and held it in 2 quarters. The position peaked at $362K in Q2 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Marest Capital reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Marest Capital sold 1,326 Salesforce shares in Q3 2025, an estimated $362K.
Marest Capital first reported a position in Salesforce in Q1 2024 and held it in 2 quarters.
Marest Capital's Salesforce position peaked at $362K in Q2 2025.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Marest Capital's 13F filing for Q3 2025, filed 6 Nov 2025.