Notis-McConarty Edward’s Salesforce CRM Stock Holding History

Notis-McConarty Edward’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	-8,754	Closed	-$2.07M	–	73
2025 Q3	$2.07M	Buy	8,754 +2,192	+33%	+$553K	0.97%	32
2025 Q2	$1.79M	Buy	6,562 +2,718	+71%	+$727K	0.87%	31
2025 Q1	$1.03M	Buy	3,844 +1,604	+72%	+$499K	0.53%	40
2024 Q4	$749K	Buy	+2,240	New	+$715K	0.36%	48
2022 Q3	–	Sell	-1,500	Closed	-$248K	–	97
2022 Q2	$248K	Hold	1,500	–	–	0.1%	91
2022 Q1	$318K	Hold	1,500	–	–	0.11%	89
2021 Q4	$381K	Hold	1,500	–	–	0.13%	86
2021 Q3	$407K	Hold	1,500	–	–	0.15%	85
2021 Q2	$366K	Hold	1,500	–	–	0.14%	88
2021 Q1	$318K	Hold	1,500	–	–	0.12%	87
2020 Q4	$334K	Hold	1,500	–	–	0.14%	84
2020 Q3	$377K	Hold	1,500	–	–	0.17%	80
2020 Q2	$281K	Hold	1,500	–	–	0.13%	85
2020 Q1	$216K	Hold	1,500	–	–	0.12%	87
2019 Q4	$244K	Hold	1,500	–	–	0.11%	94
2019 Q3	$223K	Hold	1,500	–	–	0.1%	97
2019 Q2	$228K	Hold	1,500	–	–	0.11%	97
2019 Q1	$238K	Hold	1,500	–	–	0.11%	96
2018 Q4	$205K	Buy	+1,500	New	+$206K	0.11%	98

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Notis-McConarty Edward's CRM Position: Q4 2025 in Review

Notis-McConarty Edward sold out of Salesforce (CRM) in Q4 2025, closing a stake of 8,754 shares — an estimated $2.07M sold.

Notis-McConarty Edward first reported a position in CRM in Q4 2018 and held it in 19 quarters. The position peaked at $2.07M in Q3 2025. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Notis-McConarty Edward reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Notis-McConarty Edward sold 8,754 Salesforce shares in Q4 2025, an estimated $2.07M.
Notis-McConarty Edward first reported a position in Salesforce in Q4 2018 and held it in 19 quarters.
Notis-McConarty Edward's Salesforce position peaked at $2.07M in Q3 2025.
2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Notis-McConarty Edward's 13F filing for Q4 2025, filed 17 Feb 2026.