Opinicus Capital’s Salesforce CRM Stock Holding History

Opinicus 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	-964	Closed	-$228K	–	106
2025 Q3	$228K	Buy	964 +14	+1%	+$3.53K	0.16%	102
2025 Q2	$259K	Buy	+950	New	+$254K	0.2%	93

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

Opinicus Capital's CRM Position: Q4 2025 in Review

Opinicus Capital sold out of Salesforce (CRM) in Q4 2025, closing a stake of 964 shares — an estimated $228K sold.

Opinicus Capital first reported a position in CRM in Q2 2025 and held it in 2 quarters. The position peaked at $259K in Q2 2025. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Opinicus Capital reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Opinicus Capital sold 964 Salesforce shares in Q4 2025, an estimated $228K.
Opinicus Capital first reported a position in Salesforce in Q2 2025 and held it in 2 quarters.
Opinicus Capital's Salesforce position peaked at $259K in Q2 2025.
2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Opinicus Capital's 13F filing for Q4 2025, filed 4 Feb 2026.