Route One Investment Company’s Salesforce CRM Stock Holding History

Route One Investment Company’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	-338,650	Closed	-$80.3M	–	18
2025 Q3	$80.3M	Hold	338,650	–	–	2.97%	12
2025 Q2	$92.3M	Hold	338,650	–	–	4.04%	9
2025 Q1	$90.9M	Sell	338,650 -198,450	-37%	-$61.7M	3.79%	10
2024 Q4	$180M	Hold	537,100	–	–	7.01%	7
2024 Q3	$147M	Sell	537,100 -73,850	-12%	-$18.9M	5.15%	8
2024 Q2	$157M	Hold	610,950	–	–	5.44%	8
2024 Q1	$184M	Sell	610,950 -165,750	-21%	-$47.8M	6.71%	5
2023 Q4	$204M	Hold	776,700	–	–	4.14%	7
2023 Q3	$157M	Sell	776,700 -71,100	-8%	-$15.4M	5.41%	7
2023 Q2	$179M	Hold	847,800	–	–	6.32%	7
2023 Q1	$169M	Sell	847,800 -90,000	-10%	-$15.2M	6.29%	7
2022 Q4	$124M	Hold	937,800	–	–	5.62%	8
2022 Q3	$135M	Hold	937,800	–	–	5.11%	9
2022 Q2	$155M	Buy	937,800 +120,300	+15%	+$21.3M	5.61%	7
2022 Q1	$174M	Sell	817,500 -80,000	-9%	-$17.2M	5.41%	8
2021 Q4	$228M	Sell	897,500 -274,250	-23%	-$77.1M	5.06%	8
2021 Q3	$318M	Hold	1,171,750	–	–	8.18%	5
2021 Q2	$286M	Hold	1,171,750	–	–	6.89%	5
2021 Q1	$248M	Sell	1,171,750 -7,000	-0.6%	-$1.56M	6.26%	5
2020 Q4	$262M	Sell	1,178,750 -89,500	-7%	-$21.8M	7.38%	5
2020 Q3	$319M	Sell	1,268,250 -55,250	-4%	-$12.1M	8.36%	4
2020 Q2	$248M	Buy	1,323,500 +74,500	+6%	+$12.6M	7.07%	4
2020 Q1	$180M	Buy	+1,249,000	New	+$214M	5.89%	7

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

Route One Investment Company's CRM Position: Q4 2025 in Review

Route One Investment Company sold out of Salesforce (CRM) in Q4 2025, closing a stake of 338,650 shares — an estimated $80.3M sold.

Route One Investment Company first reported a position in CRM in Q1 2020 and held it in 23 quarters. The position peaked at $319M in Q3 2020. 2,947 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Route One Investment Company reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Route One Investment Company sold 338,650 Salesforce shares in Q4 2025, an estimated $80.3M.
Route One Investment Company first reported a position in Salesforce in Q1 2020 and held it in 23 quarters.
Route One Investment Company's Salesforce position peaked at $319M in Q3 2020.
2,947 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Route One Investment Company's 13F filing for Q4 2025, filed 17 Feb 2026.