QIM
CRM icon

Quest Investment Management’s Salesforce CRM Stock Holding History

Quest 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
Q4 		– Sell
-3,938
Closed -$933K – 131
2025
Q3 		$933K Sell
3,938
-21,490
-85% -$5.42M 0.1% 79
2025
Q2 		$6.93M Sell
25,428
-21,228
-45% -$5.68M 0.76% 42
2025
Q1 		$12.5M Buy
46,656
+4,039
+9% +$1.26M 1.55% 27
2024
Q4 		$14.2M Sell
42,617
-8,292
-16% -$2.65M 1.65% 19
2024
Q3 		$13.9M Buy
50,909
+10,395
+26% +$2.66M 1.63% 20
2024
Q2 		$10.4M Sell
40,514
-12,927
-24% -$3.46M 1.15% 31
2024
Q1 		$16.1M Sell
53,441
-5,990
-10% -$1.73M 1.8% 23
2023
Q4 		$15.6M Sell
59,431
-3,345
-5% -$757K 1.96% 18
2023
Q3 		$12.7M Buy
+62,776
New +$13.6M 1.8% 20
2022
Q3 		– Sell
-20,421
Closed -$3.37M – 93
2022
Q2 		$3.37M Sell
20,421
-40,042
-66% -$7.08M 0.4% 63
2022
Q1 		$12.8M Buy
60,463
+3,696
+7% +$795K 1.22% 30
2021
Q4 		$14.4M Buy
56,767
+4,193
+8% +$1.18M 1.23% 39
2021
Q3 		$14.3M Sell
52,574
-6,584
-11% -$1.67M 1.31% 33
2021
Q2 		$14.5M Sell
59,158
-17,800
-23% -$4.1M 1.3% 31
2021
Q1 		$16.3M Sell
76,958
-1,126
-1% -$251K 1.49% 24
2020
Q4 		$17.4M Buy
78,084
+11,301
+17% +$2.75M 1.57% 23
2020
Q3 		$16.8M Sell
66,783
-28,656
-30% -$6.27M 1.61% 14
2020
Q2 		$17.9M Sell
95,439
-25,544
-21% -$4.3M 2.01% 14
2020
Q1 		$17.4M Buy
120,983
+22,515
+23% +$3.86M 2.44% 18
2019
Q4 		$16M Sell
98,468
-2,846
-3% -$446K 1.85% 23
2019
Q3 		$15M Sell
101,314
-6,130
-6% -$932K 1.88% 29
2019
Q2 		$16.3M Buy
107,444
+7,120
+7% +$1.12M 2.02% 29
2019
Q1 		$15.9M Buy
100,324
+1,289
+1% +$200K 2.09% 27
2018
Q4 		$13.6M Buy
99,035
+7,116
+8% +$979K 2.1% 19
2018
Q3 		$14.6M Sell
91,919
-5,161
-5% -$766K 2.04% 20
2018
Q2 		$13.2M Buy
97,080
+77,035
+384% +$9.83M 1.98% 20
2018
Q1 		$2.33M Buy
20,045
+190
+1% +$21.8K 0.36% 65
2017
Q4 		$2.03M Sell
19,855
-134,558
-87% -$13.7M 0.3% 68
2017
Q3 		$14.4M Sell
154,413
-2,745
-2% -$253K 1.85% 22
2017
Q2 		$13.6M Sell
157,158
-30,277
-16% -$2.64M 1.81% 23
2017
Q1 		$15.5M Sell
187,435
-61,486
-25% -$4.91M 2.13% 9
2016
Q4 		$17M Buy
248,921
+49,538
+25% +$3.6M 2.18% 14
2016
Q3 		$14.2M Buy
199,383
+36,380
+22% +$2.84M 1.87% 25
2016
Q2 		$12.9M Sell
163,003
-27,617
-14% -$2.17M 1.76% 31
2016
Q1 		$14.1M Buy
190,620
+14,782
+8% +$1.02M 1.94% 21
2015
Q4 		$13.8M Buy
175,838
+4,147
+2% +$324K 1.87% 26
2015
Q3 		$11.9M Buy
171,691
+21,561
+14% +$1.53M 1.67% 27
2015
Q2 		$10.5M Sell
150,130
-17,616
-11% -$1.25M 1.47% 34
2015
Q1 		$11.2M Sell
167,746
-36,523
-18% -$2.27M 1.52% 15
2014
Q4 		$12.1M Sell
204,269
-19,014
-9% -$1.12M 1.44% 22
2014
Q3 		$12.8M Sell
223,283
-13,261
-6% -$747K 1.35% 22
2014
Q2 		$13.7M Sell
236,544
-61,013
-21% -$3.3M 1.35% 31
2014
Q1 		$17M Sell
297,557
-29,608
-9% -$1.77M 1.59% 5
2013
Q4 		$18.1M Sell
327,165
-8,507
-3% -$455K 1.56% 6
2013
Q3 		$17.4M Sell
335,672
-69,156
-17% -$3.14M 1.49% 6
2013
Q2 		$15.5M Buy
+404,828
New +$16.7M 1.17% 40

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

Quest Investment Management's CRM Position: Q4 2025 in Review

Quest Investment Management sold out of Salesforce (CRM) in Q4 2025, closing a stake of 3,938 shares — an estimated $933K sold.

Quest Investment Management first reported a position in CRM in Q2 2013 and held it in 46 quarters. The position peaked at $18.1M in Q4 2013. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Quest Investment Management reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Quest Investment Management sold 3,938 Salesforce shares in Q4 2025, an estimated $933K.
  • Quest Investment Management first reported a position in Salesforce in Q2 2013 and held it in 46 quarters.
  • Quest Investment Management's Salesforce position peaked at $18.1M in Q4 2013.
  • 2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Quest Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.