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Prentiss Smith & Co’s Salesforce CRM Stock Holding History

Prentiss Smith & Co’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 		– Sell
-23,545
Closed -$5.58M – 67
2025
Q3 		$5.58M Sell
23,545
-184
-0.8% -$46.4K 3.15% 11
2025
Q2 		$6.47M Buy
23,729
+7,321
+45% +$1.96M 3.85% 5
2025
Q1 		$4.4M Sell
16,408
-54
-0.3% -$16.8K 2.85% 14
2024
Q4 		$5.5M Sell
16,462
-155
-0.9% -$49.5K 3.6% 7
2024
Q3 		$4.55M Sell
16,617
-21
-0.1% -$5.38K 2.91% 12
2024
Q2 		$4.28M Sell
16,638
-128
-0.8% -$34.3K 2.98% 13
2024
Q1 		$5.05M Sell
16,766
-409
-2% -$118K 3.55% 10
2023
Q4 		$4.52M Sell
17,175
-643
-4% -$146K 3.37% 12
2023
Q3 		$3.61M Sell
17,818
-421
-2% -$91K 2.66% 16
2023
Q2 		$3.85M Sell
18,239
-9,898
-35% -$2.02M 2.89% 16
2023
Q1 		$5.62M Sell
28,137
-1,063
-4% -$180K 4.17% 6
2022
Q4 		$3.87M Sell
29,200
-584
-2% -$85.2K 3.51% 12
2022
Q3 		$4.28M Sell
29,784
-114
-0.4% -$19.3K 3.81% 6
2022
Q2 		$4.93M Sell
29,898
-21
-0.1% -$3.71K 3.81% 5
2022
Q1 		$6.35M Buy
29,919
+1,465
+5% +$315K 3.81% 5
2021
Q4 		$7.23M Sell
28,454
-269
-0.9% -$75.6K 3.42% 8
2021
Q3 		$7.79M Buy
28,723
+82
+0.3% +$20.8K 3.95% 3
2021
Q2 		$7M Sell
28,641
-861
-3% -$198K 3.37% 7
2021
Q1 		$6.25M Buy
29,502
+595
+2% +$132K 3.21% 10
2020
Q4 		$6.43M Buy
28,907
+4,249
+17% +$1.03M 3.07% 13
2020
Q3 		$6.2M Sell
24,658
-494
-2% -$108K 3.23% 14
2020
Q2 		$4.71M Buy
+25,152
New +$4.24M 2.91% 17
2018
Q4 		– Sell
-35
Closed -$6K – 95
2018
Q3 		$6K Hold
35
– – ﹤0.01% 227
2018
Q2 		$5K Buy
+35
New +$4.46K ﹤0.01% 235

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

Prentiss Smith & Co's CRM Position: Q4 2025 in Review

Prentiss Smith & Co sold out of Salesforce (CRM) in Q4 2025, closing a stake of 23,545 shares — an estimated $5.58M sold.

Prentiss Smith & Co first reported a position in CRM in Q2 2018 and held it in 24 quarters. The position peaked at $7.79M in Q3 2021. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Prentiss Smith & Co reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Prentiss Smith & Co sold 23,545 Salesforce shares in Q4 2025, an estimated $5.58M.
  • Prentiss Smith & Co first reported a position in Salesforce in Q2 2018 and held it in 24 quarters.
  • Prentiss Smith & Co's Salesforce position peaked at $7.79M in Q3 2021.
  • 2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Prentiss Smith & Co's 13F filing for Q4 2025, filed 29 Jan 2026.