Saranac Partners’s Salesforce CRM Stock Holding History

Saranac Partners’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	-168	Closed	-$39.8K	–	96
2025 Q3	$39.8K	Buy	+168	New	+$42.4K	0.01%	292

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 $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 $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Saranac Partners's CRM Position: Q4 2025 in Review

Saranac Partners sold out of Salesforce (CRM) in Q4 2025, closing a stake of 168 shares — an estimated $39.8K sold.

Saranac Partners first reported a position in CRM in Q3 2025 and held it in 1 quarter. The position peaked at $39.8K in Q3 2025. 2,945 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Saranac Partners reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Saranac Partners sold 168 Salesforce shares in Q4 2025, an estimated $39.8K.
Saranac Partners first reported a position in Salesforce in Q3 2025 and held it in 1 quarter.
Saranac Partners's Salesforce position peaked at $39.8K in Q3 2025.
2,945 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Saranac Partners's 13F filing for Q4 2025, filed 6 Feb 2026.