Ransom Advisory’s Salesforce CRM Stock Holding History

Ransom Advisory’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	$329K	Hold	1,243	–	–	0.13%	105
2025 Q3	$295K	Hold	1,243	–	–	0.13%	93
2025 Q2	$339K	Sell	1,243 -125	-9%	-$33.4K	0.16%	90
2025 Q1	$367K	Sell	1,368 -200	-13%	-$62.2K	0.18%	93
2024 Q4	$524K	Hold	1,568	–	–	0.24%	78
2024 Q3	$429K	Sell	1,568 -175	-10%	-$44.8K	0.2%	93
2024 Q2	$448K	Buy	1,743 +100	+6%	+$26.8K	0.22%	86
2024 Q1	$495K	Buy	+1,643	New	+$474K	0.26%	80

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

Ransom Advisory's CRM Position: Q4 2025 in Review

Ransom Advisory held its Salesforce (CRM) position steady in Q4 2025 at 1,243 shares worth $329K. The position accounts for 0.13% of the portfolio, ranked #105.

Ransom Advisory first reported a position in CRM in Q1 2024 and has held it in 8 quarters since. The position peaked at $524K in Q4 2024. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Ransom Advisory held 1,243 shares of Salesforce worth $329K as of Q4 2025.
Ransom Advisory left its Salesforce share count unchanged in Q4 2025.
Salesforce made up 0.13% of Ransom Advisory's portfolio in Q4 2025, its #105 holding.
Ransom Advisory first reported a position in Salesforce in Q1 2024 and has held it in 8 quarters since.
Ransom Advisory's Salesforce position peaked at $524K in Q4 2024.
2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.