Otter Creek Advisors’s Salesforce CRM Stock Holding History

Otter Creek 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
2020 Q2	–	Sell	-15,000	Closed	-$2.16M	–	45
2020 Q1	$2.16M	Buy	+15,000	New	+$2.57M	2.34%	17
2019 Q4	–	Sell	-12,000	Closed	-$1.78M	–	67
2019 Q3	$1.78M	Sell	12,000 -10,000	-45%	-$1.52M	0.99%	42
2019 Q2	$3.34M	Buy	+22,000	New	+$3.45M	1.29%	36
2019 Q1	–	Sell	-33,600	Closed	-$4.6M	–	66
2018 Q4	$4.6M	Buy	+33,600	New	+$4.62M	1.65%	22
2018 Q3	–	Sell	-59,200	Closed	-$8.07M	–	73
2018 Q2	$8.07M	Buy	+59,200	New	+$7.55M	1.71%	25
2017 Q1	–	Sell	-108,000	Closed	-$7.39M	–	73
2016 Q4	$7.39M	Buy	+108,000	New	+$7.84M	0.86%	54
2016 Q3	–	Sell	-109,600	Closed	-$8.7M	–	70
2016 Q2	$8.7M	Buy	+109,600	New	+$8.6M	1.57%	24
2015 Q1	$2.67M	Buy	+40,000	New	+$2.48M	1.81%	22

Other funds holding CRM

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Otter Creek Advisors's CRM Position: Q3 2025 in Review

Otter Creek Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 17,325 shares — an estimated $4.72M sold.

Otter Creek Advisors first reported a position in CRM in Q4 2024 and held it in 3 quarters. The position peaked at $4.72M in Q2 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Otter Creek Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Otter Creek Advisors sold 17,325 Salesforce shares in Q3 2025, an estimated $4.72M.
Otter Creek Advisors first reported a position in Salesforce in Q4 2024 and held it in 3 quarters.
Otter Creek Advisors's Salesforce position peaked at $4.72M in Q2 2025.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Otter Creek Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.