Prostatis Group’s Salesforce CRM Stock Holding History

Prostatis Group’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	-4,336	Closed	-$1.03M	–	168
2025 Q3	$1.03M	Buy	4,336 +695	+19%	+$175K	0.26%	76
2025 Q2	$993K	Sell	3,641 -796	-18%	-$213K	0.28%	72
2025 Q1	$1.19M	Buy	4,437 +292	+7%	+$90.8K	0.38%	59
2024 Q4	$1.39M	Sell	4,145 -20	-0.5%	-$6.38K	0.4%	60
2024 Q3	$1.14M	Buy	4,165 +340	+9%	+$87.1K	0.37%	63
2024 Q2	$1M	Buy	+3,825	New	+$1.02M	0.35%	65
2023 Q3	–	Sell	-12,901	Closed	-$15.8K	–	130
2023 Q2	$15.8K	Buy	+12,901	New	+$2.63M	0.01%	238

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Prostatis Group's CRM Position: Q4 2025 in Review

Prostatis Group sold out of Salesforce (CRM) in Q4 2025, closing a stake of 4,336 shares — an estimated $1.03M sold.

Prostatis Group first reported a position in CRM in Q2 2023 and held it in 7 quarters. The position peaked at $1.39M in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Prostatis Group reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Prostatis Group sold 4,336 Salesforce shares in Q4 2025, an estimated $1.03M.
Prostatis Group first reported a position in Salesforce in Q2 2023 and held it in 7 quarters.
Prostatis Group's Salesforce position peaked at $1.39M in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Prostatis Group's 13F filing for Q4 2025, filed 17 Feb 2026.