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Moisand Fitzgerald Tamayo’s Salesforce CRM Stock Holding History

Moisand Fitzgerald Tamayo’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
-45
Closed -$12.3K – 583
2025
Q2 		$12.3K Hold
45
– – ﹤0.01% 328
2025
Q1 		$12.1K Buy
45
+32
+246% +$9.95K ﹤0.01% 325
2024
Q4 		$4.35K Sell
13
-12
-48% -$3.83K ﹤0.01% 434
2024
Q3 		$6.84K Hold
25
– – ﹤0.01% 399
2024
Q2 		$6.43K Buy
25
+11
+79% +$2.94K ﹤0.01% 361
2024
Q1 		$4.22K Hold
14
– – ﹤0.01% 405
2023
Q4 		$3.68K Sell
14
-370
-96% -$83.7K ﹤0.01% 460
2023
Q3 		$77.9K Buy
384
+220
+134% +$47.5K 0.02% 144
2023
Q2 		$34.6K Sell
164
-100
-38% -$20.4K 0.01% 201
2023
Q1 		$52.7K Buy
264
+100
+61% +$16.9K 0.01% 171
2022
Q4 		$21.7K Sell
164
-162
-50% -$23.6K 0.01% 243
2022
Q3 		$47K Buy
326
+317
+3,522% +$53.8K 0.01% 165
2022
Q2 		$1K Buy
+9
New +$1.59K ﹤0.01% 490
2022
Q1 		– Sell
-24
Closed -$6K – 527
2021
Q4 		$6K Hold
24
– – ﹤0.01% 286
2021
Q3 		$7K Buy
24
+9
+60% +$2.29K ﹤0.01% 270
2021
Q2 		$4K Hold
15
– – ﹤0.01% 329
2021
Q1 		$3K Hold
15
– – ﹤0.01% 287
2020
Q4 		$3K Hold
15
– – ﹤0.01% 285
2020
Q3 		$4K Hold
15
– – ﹤0.01% 256
2020
Q2 		$3K Buy
+15
New +$2.53K ﹤0.01% 251

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

Moisand Fitzgerald Tamayo's CRM Position: Q3 2025 in Review

Moisand Fitzgerald Tamayo sold out of Salesforce (CRM) in Q3 2025, closing a stake of 45 shares — an estimated $12.3K sold.

Moisand Fitzgerald Tamayo first reported a position in CRM in Q2 2020 and held it in 20 quarters. The position peaked at $77.9K in Q3 2023. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Moisand Fitzgerald Tamayo reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 45 Salesforce shares in Q3 2025, an estimated $12.3K.
  • Moisand Fitzgerald Tamayo first reported a position in Salesforce in Q2 2020 and held it in 20 quarters.
  • Moisand Fitzgerald Tamayo's Salesforce position peaked at $77.9K in Q3 2023.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2025, filed 23 Oct 2025.