Marshall & Sullivan’s Salesforce CRM Stock Holding History

Marshall & Sullivan’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	-275	Closed	-$75K	–	52
2025 Q2	$75K	Buy	+275	New	+$73.5K	0.04%	61

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

Marshall & Sullivan's CRM Position: Q3 2025 in Review

Marshall & Sullivan sold out of Salesforce (CRM) in Q3 2025, closing a stake of 275 shares — an estimated $75K sold.

Marshall & Sullivan first reported a position in CRM in Q2 2025 and held it in 1 quarter. The position peaked at $75K in Q2 2025. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Marshall & Sullivan reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Marshall & Sullivan sold 275 Salesforce shares in Q3 2025, an estimated $75K.
Marshall & Sullivan first reported a position in Salesforce in Q2 2025 and held it in 1 quarter.
Marshall & Sullivan's Salesforce position peaked at $75K in Q2 2025.
2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.