R Squared’s Salesforce CRM Stock Holding History

R Squared’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	-2,003	Closed	-$475K	–	565
2025 Q3	$475K	Sell	2,003 -4,471	-69%	-$1.13M	0.2%	149
2025 Q2	$1.77M	Buy	6,474 +4,344	+204%	+$1.16M	0.97%	11
2025 Q1	$572K	Buy	+2,130	New	+$662K	0.61%	36

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

R Squared's CRM Position: Q4 2025 in Review

R Squared sold out of Salesforce (CRM) in Q4 2025, closing a stake of 2,003 shares — an estimated $475K sold.

R Squared first reported a position in CRM in Q1 2025 and held it in 3 quarters. The position peaked at $1.77M in Q2 2025. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

R Squared reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
R Squared sold 2,003 Salesforce shares in Q4 2025, an estimated $475K.
R Squared first reported a position in Salesforce in Q1 2025 and held it in 3 quarters.
R Squared's Salesforce position peaked at $1.77M in Q2 2025.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on R Squared's 13F filing for Q4 2025, filed 30 Jan 2026.