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Royal Fund Management’s Salesforce CRM Stock Holding History

Royal Fund 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
Q3 		– Sell
-6,366
Closed -$1.74M – 308
2025
Q2 		$1.74M Buy
6,366
+637
+11% +$170K 0.17% 154
2025
Q1 		$1.54M Buy
+5,729
New +$1.78M 0.17% 159
2018
Q3 		– Sell
-30
Closed -$4K – 536
2018
Q2 		$4K Buy
30
+20
+200% +$2.55K ﹤0.01% 429
2018
Q1 		$1K Hold
10
– – ﹤0.01% 476
2017
Q4 		$1K Hold
10
– – ﹤0.01% 617
2017
Q3 		$0 Sell
10
-27
-73% -$2.48K ﹤0.01% 467
2017
Q2 		$3K Buy
37
+27
+270% +$2.35K ﹤0.01% 356
2017
Q1 		$0 Hold
10
– – ﹤0.01% 420
2016
Q4 		$0 Buy
+10
New +$726 ﹤0.01% 389

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Fund Management's CRM Position: Q3 2025 in Review

Royal Fund Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 6,366 shares — an estimated $1.74M sold.

Royal Fund Management first reported a position in CRM in Q4 2016 and held it in 9 quarters. The position peaked at $1.74M in Q2 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Royal Fund Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Royal Fund Management sold 6,366 Salesforce shares in Q3 2025, an estimated $1.74M.
  • Royal Fund Management first reported a position in Salesforce in Q4 2016 and held it in 9 quarters.
  • Royal Fund Management's Salesforce position peaked at $1.74M in Q2 2025.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Royal Fund Management's 13F filing for Q3 2025, filed 29 Oct 2025.