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Pandora Wealth’s Salesforce CRM Stock Holding History

Pandora Wealth’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 		$109K Sell
411
-99
-19% -$24.6K 0.07% 107
2025
Q3 		$121K Sell
510
-21
-4% -$5.3K 0.07% 99
2025
Q2 		$145K Sell
531
-204
-28% -$54.5K 0.09% 94
2025
Q1 		$197K Buy
+735
New +$229K 0.13% 78

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

Pandora Wealth's CRM Position: Q4 2025 in Review

Pandora Wealth reduced its Salesforce (CRM) stake by 19% in Q4 2025, selling an estimated $24.6K and leaving 411 shares worth $109K. The position accounts for 0.07% of the portfolio, ranked #107.

Pandora Wealth first reported a position in CRM in Q1 2025 and has held it in 4 quarters since. The position peaked at $197K in Q1 2025. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Pandora Wealth held 411 shares of Salesforce worth $109K as of Q4 2025.
  • Pandora Wealth sold 99 Salesforce shares in Q4 2025, an estimated $24.6K.
  • Salesforce made up 0.07% of Pandora Wealth's portfolio in Q4 2025, its #107 holding.
  • Pandora Wealth first reported a position in Salesforce in Q1 2025 and has held it in 4 quarters since.
  • Pandora Wealth's Salesforce position peaked at $197K in Q1 2025.
  • 2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

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