Reflection Asset Management’s Salesforce CRM Stock Holding History

Reflection Asset 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	$1.39M	Buy	+5,246	New	+$1.3M	0.99%	27

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

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

Reflection Asset Management's CRM Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Salesforce (CRM) in Q4 2025: 5,246 shares worth $1.39M. The stake represents 0.99% of the portfolio and ranks #27 among its holdings.

2,947 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Reflection Asset Management held 5,246 shares of Salesforce worth $1.39M as of Q4 2025.
Salesforce was a new Reflection Asset Management position in Q4 2025.
Salesforce made up 0.99% of Reflection Asset Management's portfolio in Q4 2025, its #27 holding.
2,947 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.