Pursuit Wealth Management’s Salesforce CRM Stock Holding History

Pursuit Wealth 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 Q4	$743K	Buy	+2,805	New	+$697K	0.64%	52

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pursuit Wealth Management's CRM Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in Salesforce (CRM) in Q4 2025: 2,805 shares worth $743K. The stake represents 0.64% of the portfolio and ranks #52 among its holdings.

2,945 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Pursuit Wealth Management held 2,805 shares of Salesforce worth $743K as of Q4 2025.
Salesforce was a new Pursuit Wealth Management position in Q4 2025.
Salesforce made up 0.64% of Pursuit Wealth Management's portfolio in Q4 2025, its #52 holding.
2,945 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.