Oak Thistle LLC’s Salesforce CRM Stock Holding History

Oak Thistle LLC’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	-29,334	Closed	-$6.95M	–	528
2025 Q3	$6.95M	Buy	29,334 +15,301	+109%	+$3.86M	1.06%	3
2025 Q2	$3.83M	Buy	14,033 +7,404	+112%	+$1.98M	0.56%	27
2025 Q1	$1.78M	Buy	+6,629	New	+$2.06M	0.36%	83
2024 Q2	–	Sell	-1,835	Closed	-$553K	–	322
2024 Q1	$553K	Sell	1,835 -6,636	-78%	-$1.91M	0.5%	52
2023 Q4	$2.23M	Buy	8,471 +4,208	+99%	+$952K	0.64%	14
2023 Q3	$864K	Buy	+4,263	New	+$921K	0.26%	151

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

Oak Thistle LLC's CRM Position: Q4 2025 in Review

Oak Thistle LLC sold out of Salesforce (CRM) in Q4 2025, closing a stake of 29,334 shares — an estimated $6.95M sold.

Oak Thistle LLC first reported a position in CRM in Q3 2023 and held it in 6 quarters. The position peaked at $6.95M in Q3 2025. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Oak Thistle LLC reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Oak Thistle LLC sold 29,334 Salesforce shares in Q4 2025, an estimated $6.95M.
Oak Thistle LLC first reported a position in Salesforce in Q3 2023 and held it in 6 quarters.
Oak Thistle LLC's Salesforce position peaked at $6.95M in Q3 2025.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Oak Thistle LLC's 13F filing for Q4 2025, filed 21 Jan 2026.