Redwood Investment Management’s Salesforce CRM Stock Holding History

Redwood 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	-5,319	Closed	-$1.26M	–	307
2025 Q3	$1.26M	Buy	+5,319	New	+$1.34M	0.14%	123
2025 Q2	–	Sell	-5,256	Closed	-$1.41M	–	303
2025 Q1	$1.41M	Buy	+5,256	New	+$1.63M	0.15%	133
2024 Q3	–	Sell	-2,083	Closed	-$505K	–	317
2024 Q2	$505K	Sell	2,083 -4,685	-69%	-$1.25M	0.04%	281
2024 Q1	$2.04M	Buy	+6,768	New	+$1.95M	0.19%	135
2023 Q1	–	Sell	-4,854	Closed	-$644K	–	241
2022 Q4	$644K	Buy	4,854 +2,006	+70%	+$293K	0.09%	226
2022 Q3	$410K	Buy	+2,848	New	+$483K	0.09%	177
2022 Q1	–	Sell	-3,368	Closed	-$856K	–	287
2021 Q4	$856K	Buy	3,368 +1,203	+56%	+$338K	0.11%	217
2021 Q3	$587K	Buy	2,165 +823	+61%	+$209K	0.08%	233
2021 Q2	$328K	Hold	1,342	–	–	0.05%	227
2021 Q1	$284K	Buy	1,342 +360	+37%	+$80.1K	0.05%	243
2020 Q4	$219K	Sell	982 -25	-2%	-$6.08K	0.04%	241
2020 Q3	$253K	Sell	1,007 -257	-20%	-$56.3K	0.06%	230
2020 Q2	$237K	Buy	+1,264	New	+$213K	0.07%	215

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

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

Redwood Investment Management sold out of Salesforce (CRM) in Q4 2025, closing a stake of 5,319 shares — an estimated $1.26M sold.

Redwood Investment Management first reported a position in CRM in Q2 2020 and held it in 13 quarters. The position peaked at $2.04M in Q1 2024. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Redwood Investment Management reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Redwood Investment Management sold 5,319 Salesforce shares in Q4 2025, an estimated $1.26M.
Redwood Investment Management first reported a position in Salesforce in Q2 2020 and held it in 13 quarters.
Redwood Investment Management's Salesforce position peaked at $2.04M in Q1 2024.
2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

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