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Savoie Capital’s Salesforce CRM Stock Holding History

Savoie Capital’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
Q2 		$3.52M Hold
12,900
– – 0.44% 36
2025
Q1 		$4.31M Hold
12,900
– – 0.51% 33
2024
Q4 		$4.31M Hold
12,900
– – 0.51% 33
2024
Q3 		$3.53M Hold
12,900
– – 0.43% 39
2024
Q2 		$3.32M Hold
12,900
– – 0.43% 38
2024
Q1 		$3.89M Buy
+12,900
New +$3.72M 0.54% 36
2023
Q4 		– Sell
-12,950
Closed -$2.63M – 69
2023
Q3 		$2.63M Buy
+12,950
New +$2.8M 0.69% 31

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Savoie Capital's CRM Position: Q2 2025 in Review

Savoie Capital held its Salesforce (CRM) position steady in Q2 2025 at 12,900 shares worth $3.52M. The position accounts for 0.44% of the portfolio, ranked #36.

Savoie Capital first reported a position in CRM in Q3 2023 and has held it in 7 quarters since. The position peaked at $4.31M in Q1 2025. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Savoie Capital held 12,900 shares of Salesforce worth $3.52M as of Q2 2025.
  • Savoie Capital left its Salesforce share count unchanged in Q2 2025.
  • Salesforce made up 0.44% of Savoie Capital's portfolio in Q2 2025, its #36 holding.
  • Savoie Capital first reported a position in Salesforce in Q3 2023 and has held it in 7 quarters since.
  • Savoie Capital's Salesforce position peaked at $4.31M in Q1 2025.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Savoie Capital's 13F filing for Q2 2025, filed 14 Aug 2025.