Rebalance’s Salesforce CRM Stock Holding History

Rebalance’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 Q3	–	Sell	-1,042	Closed	-$284K	–	103
2025 Q2	$284K	Buy	+1,042	New	+$279K	0.02%	86

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Rebalance's CRM Position: Q3 2025 in Review

Rebalance sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,042 shares — an estimated $284K sold.

Rebalance first reported a position in CRM in Q2 2025 and held it in 1 quarter. The position peaked at $284K in Q2 2025. 2,814 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Rebalance reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Rebalance sold 1,042 Salesforce shares in Q3 2025, an estimated $284K.
Rebalance first reported a position in Salesforce in Q2 2025 and held it in 1 quarter.
Rebalance's Salesforce position peaked at $284K in Q2 2025.
2,814 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Rebalance's 13F filing for Q3 2025, filed 16 Oct 2025.