PA
CRM icon

Pineridge Advisors’s Salesforce CRM Stock Holding History

Pineridge 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
2025
Q3 		$4.74K Sell
20
-32
-62% -$8.07K ﹤0.01% 274
2025
Q2 		$14.2K Sell
52
-2
-4% -$535 0.01% 188
2025
Q1 		$14.5K Sell
54
-83
-61% -$25.8K 0.01% 197
2024
Q4 		$45.8K Buy
137
+62
+83% +$19.8K 0.02% 140
2024
Q3 		$20.5K Hold
75
– – 0.01% 214
2024
Q2 		$19.3K Sell
75
-5
-6% -$1.34K 0.01% 217
2024
Q1 		$24.1K Sell
80
-158
-66% -$45.6K 0.01% 202
2023
Q4 		$62.6K Buy
+238
New +$53.9K 0.02% 145

Other funds holding CRM

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pineridge Advisors's CRM Position: Q3 2025 in Review

Pineridge Advisors reduced its Salesforce (CRM) stake by 62% in Q3 2025, selling an estimated $8.07K and leaving 20 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Pineridge Advisors first reported a position in CRM in Q4 2023 and has held it in 8 quarters since. The position peaked at $62.6K in Q4 2023. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Pineridge Advisors held 20 shares of Salesforce worth $4.74K as of Q3 2025.
  • Pineridge Advisors sold 32 Salesforce shares in Q3 2025, an estimated $8.07K.
  • Salesforce made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #274 holding.
  • Pineridge Advisors first reported a position in Salesforce in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Salesforce position peaked at $62.6K in Q4 2023.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.