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ORG Partners’s Salesforce CRM Stock Holding History

ORG Partners’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 		$189K Buy
712
+196
+38% +$48.7K 0.03% 343
2025
Q3 		$122K Sell
516
-313
-38% -$78.9K 0.02% 423
2025
Q2 		$225K Sell
829
-140
-14% -$37.4K 0.05% 298
2025
Q1 		$262K Sell
969
-2,723
-74% -$847K 0.06% 228
2024
Q4 		$1.23M Buy
3,692
+189
+5% +$60.3K 0.17% 100
2024
Q3 		$959K Sell
3,503
-2,792
-44% -$715K 0.15% 113
2024
Q2 		$1.61M Buy
6,295
+6,068
+2,673% +$1.62M 0.2% 101
2024
Q1 		$68.6K Sell
227
-6,377
-97% -$1.84M 0.13% 109
2023
Q4 		$1.74M Buy
6,604
+3,701
+127% +$838K 0.29% 69
2023
Q3 		$589K Sell
2,903
-224
-7% -$48.4K 0.17% 129
2023
Q2 		$661K Buy
+3,127
New +$638K 0.11% 172

Other funds holding CRM

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ORG Partners's CRM Position: Q4 2025 in Review

ORG Partners increased its Salesforce (CRM) stake by 38% in Q4 2025, buying an estimated $48.7K and bringing the position to 712 shares worth $189K. The position accounts for 0.03% of the portfolio, ranked #343.

ORG Partners first reported a position in CRM in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q4 2023. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • ORG Partners held 712 shares of Salesforce worth $189K as of Q4 2025.
  • ORG Partners bought 196 Salesforce shares in Q4 2025, an estimated $48.7K.
  • Salesforce made up 0.03% of ORG Partners's portfolio in Q4 2025, its #343 holding.
  • ORG Partners first reported a position in Salesforce in Q2 2023 and has held it in 11 quarters since.
  • ORG Partners's Salesforce position peaked at $1.74M in Q4 2023.
  • 2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.