Milestone Resources Group’s Salesforce CRM Stock Holding History

Milestone Resources Group’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 Q2	–	Sell	-324,479	Closed	-$87.1M	–	14
2025 Q1	$87.1M	Hold	324,479	–	–	4.61%	13
2024 Q4	$108M	Hold	324,479	–	–	3.59%	12
2024 Q3	$88.8M	Hold	324,479	–	–	3.09%	15
2024 Q2	$83.4M	Hold	324,479	–	–	2.86%	15
2024 Q1	$97.7M	Sell	324,479 -39	-0%	-$11.3K	3.44%	16
2023 Q4	$85.4M	Hold	324,518	–	–	3.51%	16
2023 Q3	$65.8M	Hold	324,518	–	–	3.23%	18
2023 Q2	$68.6M	Hold	324,518	–	–	3.35%	18
2023 Q1	$64.8M	Sell	324,518 -264	-0.1%	-$44.6K	3.63%	18
2022 Q4	$43.1M	Hold	324,782	–	–	2.62%	18
2022 Q3	$46.7M	Hold	324,782	–	–	2.95%	18
2022 Q2	$53.6M	Hold	324,782	–	–	3.18%	18
2022 Q1	$69M	Sell	324,782 -1,634	-0.5%	-$352K	3.3%	16
2021 Q4	$83M	Hold	326,416	–	–	3.4%	16
2021 Q3	$88.5M	Buy	326,416 +18,722	+6%	+$4.75M	4.01%	14
2021 Q2	$75.2M	Buy	307,694 +1,794	+0.6%	+$413K	4.22%	15
2021 Q1	$64.8M	Buy	305,900 +57,219	+23%	+$12.7M	5.04%	12
2020 Q4	$55.3M	Buy	248,681 +157,668	+173%	+$38.3M	4.98%	10
2020 Q3	$22.9M	Buy	+91,013	New	+$19.9M	6.63%	5

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Milestone Resources Group's CRM Position: Q2 2025 in Review

Milestone Resources Group sold out of Salesforce (CRM) in Q2 2025, closing a stake of 324,479 shares — an estimated $87.1M sold.

Milestone Resources Group first reported a position in CRM in Q3 2020 and held it in 19 quarters. The position peaked at $108M in Q4 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Milestone Resources Group reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
Milestone Resources Group sold 324,479 Salesforce shares in Q2 2025, an estimated $87.1M.
Milestone Resources Group first reported a position in Salesforce in Q3 2020 and held it in 19 quarters.
Milestone Resources Group's Salesforce position peaked at $108M in Q4 2024.
2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Milestone Resources Group's 13F filing for Q2 2025, filed 8 Aug 2025.