PrairieView Partners’s Salesforce CRM Stock Holding History

PrairieView 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	$13K	Hold	50	–	–	﹤0.01%	267
2025 Q1	$13K	Hold	50	–	–	﹤0.01%	265
2024 Q4	$16K	Hold	50	–	–	﹤0.01%	260
2024 Q3	$13K	Hold	50	–	–	﹤0.01%	269
2024 Q2	$12K	Hold	50	–	–	﹤0.01%	283
2024 Q1	$16K	Hold	50	–	–	﹤0.01%	255
2023 Q4	$13K	Hold	50	–	–	﹤0.01%	261
2023 Q3	$10K	Hold	50	–	–	﹤0.01%	281
2023 Q2	$10K	Hold	50	–	–	﹤0.01%	316
2023 Q1	$9K	Hold	50	–	–	﹤0.01%	310
2022 Q4	$6K	Hold	50	–	–	﹤0.01%	349
2022 Q3	$7K	Hold	50	–	–	﹤0.01%	331
2022 Q2	$8K	Hold	50	–	–	﹤0.01%	339
2022 Q1	$11K	Hold	50	–	–	﹤0.01%	319
2021 Q4	$13K	Hold	50	–	–	﹤0.01%	308
2021 Q3	$14K	Sell	50 -25	-33%	-$6.35K	﹤0.01%	250
2021 Q2	$18K	Hold	75	–	–	﹤0.01%	234
2021 Q1	$16K	Hold	75	–	–	﹤0.01%	236
2020 Q4	$17K	Hold	75	–	–	﹤0.01%	216
2020 Q3	$19K	Sell	75 -25	-25%	-$5.47K	﹤0.01%	199
2020 Q2	$19K	Hold	100	–	–	﹤0.01%	194
2020 Q1	$14K	Buy	+100	New	+$17.1K	﹤0.01%	199

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

PrairieView Partners's CRM Position: Q2 2025 in Review

PrairieView Partners held its Salesforce (CRM) position steady in Q2 2025 at 50 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

PrairieView Partners first reported a position in CRM in Q1 2020 and has held it in 22 quarters since. The position peaked at $19K in Q3 2020. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

PrairieView Partners held 50 shares of Salesforce worth $13K as of Q2 2025.
PrairieView Partners left its Salesforce share count unchanged in Q2 2025.
Salesforce made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #267 holding.
PrairieView Partners first reported a position in Salesforce in Q1 2020 and has held it in 22 quarters since.
PrairieView Partners's Salesforce position peaked at $19K in Q3 2020.
2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.