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Progressive Investment Management’s Salesforce CRM Stock Holding History

Progressive Investment Management’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
-14,654
Closed -$4M – 58
2025
Q2 		$4M Sell
14,654
-122
-0.8% -$32.6K 1.02% 28
2025
Q1 		$3.97M Sell
14,776
-250
-2% -$77.8K 1.11% 26
2024
Q4 		$5.02M Sell
15,026
-123
-0.8% -$39.3K 1.29% 24
2024
Q3 		$4.15M Sell
15,149
-118
-0.8% -$30.2K 1.06% 28
2024
Q2 		$3.93M Sell
15,267
-8,029
-34% -$2.15M 1.04% 31
2024
Q1 		$7.02M Sell
23,296
-345
-1% -$99.5K 1.92% 24
2023
Q4 		$6.22M Sell
23,641
-96
-0.4% -$21.7K 1.77% 25
2023
Q3 		$4.81M Buy
23,737
+102
+0.4% +$22K 1.56% 26
2023
Q2 		$4.99M Sell
23,635
-27
-0.1% -$5.51K 1.56% 25
2023
Q1 		$4.73M Sell
23,662
-23,178
-49% -$3.92M 1.53% 25
2022
Q4 		$6.21M Buy
46,840
+326
+0.7% +$47.6K 2.41% 21
2022
Q3 		$6.69M Buy
46,514
+98
+0.2% +$16.6K 2.75% 16
2022
Q2 		$7.66M Buy
46,416
+870
+2% +$154K 2.99% 13
2022
Q1 		$9.67M Sell
45,546
-560
-1% -$121K 3.05% 12
2021
Q4 		$11.7M Sell
46,106
-143
-0.3% -$40.2K 3.25% 10
2021
Q3 		$12.5M Buy
46,249
+362
+0.8% +$91.9K 3.72% 9
2021
Q2 		$11.2M Buy
45,887
+62
+0.1% +$14.3K 3.5% 10
2021
Q1 		$9.71M Buy
45,825
+1,006
+2% +$224K 3.42% 12
2020
Q4 		$9.97M Buy
44,819
+610
+1% +$148K 3.59% 11
2020
Q3 		$11.1M Buy
44,209
+365
+0.8% +$79.9K 4.4% 5
2020
Q2 		$8.21M Buy
43,844
+20,871
+91% +$3.52M 3.59% 10
2020
Q1 		$3.31M Buy
22,973
+694
+3% +$119K 1.84% 26
2019
Q4 		$3.62M Buy
+22,279
New +$3.49M 1.77% 29

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

Progressive Investment Management's CRM Position: Q3 2025 in Review

Progressive Investment Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 14,654 shares — an estimated $4M sold.

Progressive Investment Management first reported a position in CRM in Q4 2019 and held it in 23 quarters. The position peaked at $12.5M in Q3 2021. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Progressive Investment Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Progressive Investment Management sold 14,654 Salesforce shares in Q3 2025, an estimated $4M.
  • Progressive Investment Management first reported a position in Salesforce in Q4 2019 and held it in 23 quarters.
  • Progressive Investment Management's Salesforce position peaked at $12.5M in Q3 2021.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Progressive Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.