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MBB Public Markets’s Salesforce CRM Stock Holding History

MBB Public Markets’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
-916
Closed -$250K – 138
2025
Q2 		$250K Sell
916
-210
-19% -$56.1K 0.02% 364
2025
Q1 		$302K Buy
+1,126
New +$350K 0.03% 427
2024
Q4 		– Sell
-1,260
Closed -$345K – 195
2024
Q3 		$345K Sell
1,260
-67,669
-98% -$17.3M 0.02% 217
2024
Q2 		$17.7M Buy
68,929
+66,504
+2,742% +$17.8M 0.36% 58
2024
Q1 		$730K Buy
+2,425
New +$700K 0.04% 119
2022
Q1 		– Sell
-7,373
Closed -$1.87M – 171
2021
Q4 		$1.87M Buy
+7,373
New +$2.07M 0.04% 71

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MBB Public Markets's CRM Position: Q3 2025 in Review

MBB Public Markets sold out of Salesforce (CRM) in Q3 2025, closing a stake of 916 shares — an estimated $250K sold.

MBB Public Markets first reported a position in CRM in Q4 2021 and held it in 6 quarters. The position peaked at $17.7M in Q2 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • MBB Public Markets reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 916 Salesforce shares in Q3 2025, an estimated $250K.
  • MBB Public Markets first reported a position in Salesforce in Q4 2021 and held it in 6 quarters.
  • MBB Public Markets's Salesforce position peaked at $17.7M in Q2 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.