Pier 88 Investment Partners’s Salesforce CRM Stock Holding History

Pier 88 Investment 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 Q2	–	Sell	-2,830	Closed	-$759K	–	107
2025 Q1	$759K	Buy	+2,830	New	+$880K	0.15%	70
2024 Q2	–	Sell	-1,490	Closed	-$449K	–	99
2024 Q1	$449K	Buy	1,490 +660	+80%	+$190K	0.11%	67
2023 Q4	$218K	Sell	830 -470	-36%	-$106K	0.05%	81
2023 Q3	$264K	Sell	1,300 -3,620	-74%	-$782K	0.07%	88
2023 Q2	$1.04M	Sell	4,920 -13,563	-73%	-$2.77M	0.26%	62
2023 Q1	$3.69M	Buy	+18,483	New	+$3.12M	0.89%	25
2017 Q4	–	Sell	-5,898	Closed	-$551K	–	110
2017 Q3	$551K	Buy	5,898 +2,749	+87%	+$253K	0.21%	48
2017 Q2	$273K	Sell	3,149 -1,459	-32%	-$127K	0.11%	82
2017 Q1	$380K	Sell	4,608 -5,142	-53%	-$411K	0.16%	67
2016 Q4	$667K	Buy	+9,750	New	+$708K	0.38%	60

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Pier 88 Investment Partners's CRM Position: Q2 2025 in Review

Pier 88 Investment Partners sold out of Salesforce (CRM) in Q2 2025, closing a stake of 2,830 shares — an estimated $759K sold.

Pier 88 Investment Partners first reported a position in CRM in Q4 2016 and held it in 10 quarters. The position peaked at $3.69M in Q1 2023. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Pier 88 Investment Partners reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
Pier 88 Investment Partners sold 2,830 Salesforce shares in Q2 2025, an estimated $759K.
Pier 88 Investment Partners first reported a position in Salesforce in Q4 2016 and held it in 10 quarters.
Pier 88 Investment Partners's Salesforce position peaked at $3.69M in Q1 2023.
2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Pier 88 Investment Partners's 13F filing for Q2 2025, filed 7 Aug 2025.