Sage Advisors’s Salesforce CRM Stock Holding History

Sage Advisors’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	-1,051	Closed	-$249K	–	50
2025 Q3	$249K	Sell	1,051 -95	-8%	-$24K	0.18%	36
2025 Q2	$313K	Sell	1,146 -190	-14%	-$50.8K	0.22%	28
2025 Q1	$359K	Buy	+1,336	New	+$416K	0.25%	25

Other funds holding CRM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sage Advisors's CRM Position: Q4 2025 in Review

Sage Advisors sold out of Salesforce (CRM) in Q4 2025, closing a stake of 1,051 shares — an estimated $249K sold.

Sage Advisors first reported a position in CRM in Q1 2025 and held it in 3 quarters. The position peaked at $359K in Q1 2025. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Sage Advisors reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Sage Advisors sold 1,051 Salesforce shares in Q4 2025, an estimated $249K.
Sage Advisors first reported a position in Salesforce in Q1 2025 and held it in 3 quarters.
Sage Advisors's Salesforce position peaked at $359K in Q1 2025.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.