RNC Capital Management’s Salesforce CRM Stock Holding History

RNC Capital 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	$2.93M	Sell	11,074 -8,017	-42%	-$1.99M	0.13%	67
2025 Q3	$4.52M	Sell	19,091 -142	-0.7%	-$35.8K	0.21%	63
2025 Q2	$5.24M	Buy	19,233 +3,584	+23%	+$958K	0.25%	54
2025 Q1	$4.2M	Buy	15,649 +14,976	+2,225%	+$4.66M	0.21%	58
2024 Q4	$225K	Buy	+673	New	+$215K	0.01%	157
2023 Q2	–	Sell	-1,429	Closed	-$285K	–	187
2023 Q1	$285K	Sell	1,429 -120	-8%	-$20.3K	0.02%	161
2022 Q4	$205K	Sell	1,549 -484	-24%	-$70.6K	0.01%	175
2022 Q3	$292K	Sell	2,033 -23,449	-92%	-$3.98M	0.02%	142
2022 Q2	$4.21M	Sell	25,482 -213	-0.8%	-$37.6K	0.24%	68
2022 Q1	$5.46M	Buy	25,695 +1,453	+6%	+$313K	0.28%	60
2021 Q4	$6.16M	Buy	24,242 +761	+3%	+$214K	0.31%	58
2021 Q3	$6.37M	Buy	23,481 +1,178	+5%	+$299K	0.34%	51
2021 Q2	$5.45M	Buy	22,303 +2,558	+13%	+$590K	0.29%	59
2021 Q1	$4.18M	Buy	+19,745	New	+$4.4M	0.24%	65

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

RNC Capital Management's CRM Position: Q4 2025 in Review

RNC Capital Management reduced its Salesforce (CRM) stake by 42% in Q4 2025, selling an estimated $1.99M and leaving 11,074 shares worth $2.93M. The position accounts for 0.13% of the portfolio, ranked #67.

RNC Capital Management first reported a position in CRM in Q1 2021 and has held it in 14 quarters since. The position peaked at $6.37M in Q3 2021. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

RNC Capital Management held 11,074 shares of Salesforce worth $2.93M as of Q4 2025.
RNC Capital Management sold 8,017 Salesforce shares in Q4 2025, an estimated $1.99M.
Salesforce made up 0.13% of RNC Capital Management's portfolio in Q4 2025, its #67 holding.
RNC Capital Management first reported a position in Salesforce in Q1 2021 and has held it in 14 quarters since.
RNC Capital Management's Salesforce position peaked at $6.37M in Q3 2021.
2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on RNC Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.