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Old Port Advisors’s Salesforce CRM Stock Holding History

Old Port Advisors’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 		– Sell
-842
Closed -$230K – 243
2025
Q2 		$230K Buy
842
+20
+2% +$5.35K 0.06% 217
2025
Q1 		$221K Sell
822
-46
-5% -$14.3K 0.07% 208
2024
Q4 		$290K Buy
868
+85
+11% +$27.1K 0.08% 188
2024
Q3 		$214K Sell
783
-1
-0.1% -$256 0.06% 227
2024
Q2 		$202K Buy
784
+35
+5% +$9.37K 0.06% 219
2024
Q1 		$226K Buy
+749
New +$216K 0.07% 208

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

Old Port Advisors's CRM Position: Q3 2025 in Review

Old Port Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 842 shares — an estimated $230K sold.

Old Port Advisors first reported a position in CRM in Q1 2024 and held it in 6 quarters. The position peaked at $290K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Old Port Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Old Port Advisors sold 842 Salesforce shares in Q3 2025, an estimated $230K.
  • Old Port Advisors first reported a position in Salesforce in Q1 2024 and held it in 6 quarters.
  • Old Port Advisors's Salesforce position peaked at $290K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Old Port Advisors's 13F filing for Q3 2025, filed 6 Oct 2025.