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Moloney Securities Asset Management’s Salesforce CRM Stock Holding History

Moloney Securities Asset Management’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 		$295K Buy
1,246
+181
+17% +$45.6K 0.04% 366
2025
Q2 		$290K Buy
1,065
+169
+19% +$45.2K 0.04% 370
2025
Q1 		$241K Sell
896
-4,195
-82% -$1.3M 0.03% 404
2024
Q4 		$1.7M Sell
5,091
-1,172
-19% -$374K 0.23% 113
2024
Q3 		$1.71M Buy
6,263
+1,190
+23% +$305K 0.23% 109
2024
Q2 		$1.3M Sell
5,073
-350
-6% -$93.7K 0.19% 131
2024
Q1 		$1.63M Sell
5,423
-8
-0.1% -$2.31K 0.25% 100
2023
Q4 		$1.43M Buy
5,431
+903
+20% +$204K 0.23% 110
2023
Q3 		$918K Buy
4,528
+448
+11% +$96.8K 0.17% 145
2023
Q2 		$862K Buy
4,080
+116
+3% +$23.7K 0.15% 159
2023
Q1 		$792K Sell
3,964
-1,606
-29% -$271K 0.15% 172
2022
Q4 		$739K Buy
5,570
+2,143
+63% +$313K 0.16% 170
2022
Q3 		$493K Sell
3,427
-267
-7% -$45.3K 0.12% 203
2022
Q2 		$610K Sell
3,694
-887
-19% -$157K 0.14% 190
2022
Q1 		$973K Buy
4,581
+1,097
+31% +$236K 0.19% 143
2021
Q4 		$885K Sell
3,484
-3,441
-50% -$967K 0.15% 168
2021
Q3 		$1.88M Buy
6,925
+318
+5% +$80.8K 0.34% 90
2021
Q2 		$1.61M Buy
6,607
+1,980
+43% +$456K 0.29% 93
2021
Q1 		$980K Buy
4,627
+1,650
+55% +$367K 0.19% 138
2020
Q4 		$662K Buy
2,977
+496
+20% +$121K 0.15% 167
2020
Q3 		$624K Buy
+2,481
New +$543K 0.16% 147

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

Moloney Securities Asset Management's CRM Position: Q3 2025 in Review

Moloney Securities Asset Management increased its Salesforce (CRM) stake by 17% in Q3 2025, buying an estimated $45.6K and bringing the position to 1,246 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #366.

Moloney Securities Asset Management first reported a position in CRM in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.88M in Q3 2021. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Moloney Securities Asset Management held 1,246 shares of Salesforce worth $295K as of Q3 2025.
  • Moloney Securities Asset Management bought 181 Salesforce shares in Q3 2025, an estimated $45.6K.
  • Salesforce made up 0.04% of Moloney Securities Asset Management's portfolio in Q3 2025, its #366 holding.
  • Moloney Securities Asset Management first reported a position in Salesforce in Q3 2020 and has held it in 21 quarters since.
  • Moloney Securities Asset Management's Salesforce position peaked at $1.88M in Q3 2021.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.