PharVision Advisers’s Salesforce CRM Stock Holding History

PharVision Advisers’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	-1,305	Closed	-$356K	–	680
2025 Q2	$356K	Buy	+1,305	New	+$349K	0.51%	40

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

PharVision Advisers's CRM Position: Q3 2025 in Review

PharVision Advisers sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,305 shares — an estimated $356K sold.

PharVision Advisers first reported a position in CRM in Q2 2025 and held it in 1 quarter. The position peaked at $356K in Q2 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

PharVision Advisers reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
PharVision Advisers sold 1,305 Salesforce shares in Q3 2025, an estimated $356K.
PharVision Advisers first reported a position in Salesforce in Q2 2025 and held it in 1 quarter.
PharVision Advisers's Salesforce position peaked at $356K in Q2 2025.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on PharVision Advisers's 13F filing for Q3 2025, filed 17 Nov 2025.