NCM
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Nearwater Capital Markets’s Salesforce CRM Stock Holding History

Nearwater Capital 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
Q4 		– Sell
-111,200
Closed -$26.4M – 123
2025
Q3 		$26.4M Sell
111,200
-28,800
-21% -$7.26M 0.35% 57
2025
Q2 		$38.2M Buy
+140,000
New +$37.4M 0.61% 30

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nearwater Capital Markets's CRM Position: Q4 2025 in Review

Nearwater Capital Markets sold out of Salesforce (CRM) in Q4 2025, closing a stake of 111,200 shares — an estimated $26.4M sold.

Nearwater Capital Markets first reported a position in CRM in Q2 2025 and held it in 2 quarters. The position peaked at $38.2M in Q2 2025. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Nearwater Capital Markets reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Nearwater Capital Markets sold 111,200 Salesforce shares in Q4 2025, an estimated $26.4M.
  • Nearwater Capital Markets first reported a position in Salesforce in Q2 2025 and held it in 2 quarters.
  • Nearwater Capital Markets's Salesforce position peaked at $38.2M in Q2 2025.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Nearwater Capital Markets's 13F filing for Q4 2025, filed 17 Feb 2026.