North Capital’s Salesforce CRM Stock Holding History

North Capital’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	-35	Closed	-$8.29K	–	215
2025 Q3	$8.29K	Buy	35 +3	+9%	+$757	0.01%	402
2025 Q2	$8.73K	Hold	32	–	–	0.01%	394
2025 Q1	$8.59K	Buy	+32	New	+$9.95K	0.01%	379

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

North Capital's CRM Position: Q4 2025 in Review

North Capital sold out of Salesforce (CRM) in Q4 2025, closing a stake of 35 shares — an estimated $8.29K sold.

North Capital first reported a position in CRM in Q1 2025 and held it in 3 quarters. The position peaked at $8.73K in Q2 2025. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

North Capital reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
North Capital sold 35 Salesforce shares in Q4 2025, an estimated $8.29K.
North Capital first reported a position in Salesforce in Q1 2025 and held it in 3 quarters.
North Capital's Salesforce position peaked at $8.73K in Q2 2025.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.