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McDaniel Terry & Co’s Salesforce CRM Stock Holding History

McDaniel Terry & Co’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
-1,258
Closed -$343K – 91
2025
Q2 		$343K Sell
1,258
-1,162
-48% -$311K 0.03% 76
2025
Q1 		$649K Buy
2,420
+597
+33% +$186K 0.06% 61
2024
Q4 		$610K Hold
1,823
– – 0.05% 62
2024
Q3 		$499K Buy
1,823
+1
+0.1% +$256 0.04% 66
2024
Q2 		$469K Buy
1,822
+80
+5% +$21.4K 0.04% 65
2024
Q1 		$525K Buy
1,742
+812
+87% +$234K 0.05% 69
2023
Q4 		$245K Sell
930
-163
-15% -$36.9K 0.02% 80
2023
Q3 		$222K Sell
1,093
-42
-4% -$9.07K 0.02% 83
2023
Q2 		$240K Sell
1,135
-30
-3% -$6.12K 0.02% 80
2023
Q1 		$233K Sell
1,165
-511
-30% -$86.3K 0.03% 82
2022
Q4 		$222K Sell
1,676
-2,398
-59% -$350K 0.03% 83
2022
Q3 		$586K Sell
4,074
-526
-11% -$89.2K 0.08% 50
2022
Q2 		$759K Buy
4,600
+6
+0.1% +$1.06K 0.09% 46
2022
Q1 		$975K Buy
4,594
+979
+27% +$211K 0.11% 44
2021
Q4 		$919K Buy
3,615
+577
+19% +$162K 0.09% 52
2021
Q3 		$824K Buy
3,038
+242
+9% +$61.5K 0.1% 45
2021
Q2 		$683K Buy
2,796
+307
+12% +$70.8K 0.08% 51
2021
Q1 		$527K Buy
2,489
+1,224
+97% +$272K 0.06% 52
2020
Q4 		$282K Buy
1,265
+265
+27% +$64.4K 0.04% 69
2020
Q3 		$251K Buy
+1,000
New +$219K 0.04% 68
2020
Q2 		– Sell
-2,000
Closed -$288K – 80
2020
Q1 		$288K Hold
2,000
– – 0.05% 59
2019
Q4 		$325K Hold
2,000
– – 0.05% 64
2019
Q3 		$297K Buy
+2,000
New +$304K 0.05% 63

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

McDaniel Terry & Co's CRM Position: Q3 2025 in Review

McDaniel Terry & Co sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,258 shares — an estimated $343K sold.

McDaniel Terry & Co first reported a position in CRM in Q3 2019 and held it in 23 quarters. The position peaked at $975K in Q1 2022. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • McDaniel Terry & Co reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • McDaniel Terry & Co sold 1,258 Salesforce shares in Q3 2025, an estimated $343K.
  • McDaniel Terry & Co first reported a position in Salesforce in Q3 2019 and held it in 23 quarters.
  • McDaniel Terry & Co's Salesforce position peaked at $975K in Q1 2022.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on McDaniel Terry & Co's 13F filing for Q3 2025, filed 22 Oct 2025.