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SeaBridge Investment Advisors’s Salesforce CRM Stock Holding History

SeaBridge Investment 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
Q3 		– Sell
-21,008
Closed -$5.73M – 205
2025
Q2 		$5.73M Buy
21,008
+529
+3% +$141K 1.07% 26
2025
Q1 		$5.5M Buy
20,479
+399
+2% +$124K 1.19% 21
2024
Q4 		$6.71M Buy
20,080
+333
+2% +$106K 1.4% 16
2024
Q3 		$5.4M Buy
19,747
+178
+0.9% +$45.6K 1.32% 19
2024
Q2 		$5.03M Buy
19,569
+1,306
+7% +$349K 1.3% 17
2024
Q1 		$5.5M Buy
18,263
+79
+0.4% +$22.8K 1.45% 15
2023
Q4 		$4.78M Buy
18,184
+41
+0.2% +$9.28K 1.39% 15
2023
Q3 		$3.68M Buy
18,143
+319
+2% +$68.9K 1.21% 20
2023
Q2 		$3.77M Buy
17,824
+148
+0.8% +$30.2K 1.24% 18
2023
Q1 		$3.53M Buy
17,676
+11,106
+169% +$1.88M 1.23% 21
2022
Q4 		$871K Sell
6,570
-7,580
-54% -$1.11M 0.31% 91
2022
Q3 		$2.04M Buy
14,150
+356
+3% +$60.4K 0.71% 49
2022
Q2 		$2.28M Buy
13,794
+8,456
+158% +$1.49M 0.73% 46
2022
Q1 		$1.13M Buy
+5,338
New +$1.15M 0.34% 89

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

SeaBridge Investment Advisors's CRM Position: Q3 2025 in Review

SeaBridge Investment Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 21,008 shares — an estimated $5.73M sold.

SeaBridge Investment Advisors first reported a position in CRM in Q1 2022 and held it in 14 quarters. The position peaked at $6.71M in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • SeaBridge Investment Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 21,008 Salesforce shares in Q3 2025, an estimated $5.73M.
  • SeaBridge Investment Advisors first reported a position in Salesforce in Q1 2022 and held it in 14 quarters.
  • SeaBridge Investment Advisors's Salesforce position peaked at $6.71M in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on SeaBridge Investment Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.