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SFM LLC’s Salesforce CRM Stock Holding History

SFM LLC’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
-2,255
Closed -$615K – 62
2025
Q2 		$615K Buy
2,255
+56
+3% +$15K 0.39% 43
2025
Q1 		$590K Buy
2,199
+129
+6% +$40.1K 0.43% 44
2024
Q4 		$692K Buy
2,070
+28
+1% +$8.94K 0.49% 41
2024
Q3 		$559K Sell
2,042
-4
-0.2% -$1.02K 0.42% 43
2024
Q2 		$526K Buy
2,046
+46
+2% +$12.3K 0.4% 43
2024
Q1 		$602K Sell
2,000
-191
-9% -$55.1K 0.46% 38
2023
Q4 		$577K Buy
+2,191
New +$496K 0.48% 38

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

SFM LLC's CRM Position: Q3 2025 in Review

SFM LLC sold out of Salesforce (CRM) in Q3 2025, closing a stake of 2,255 shares — an estimated $615K sold.

SFM LLC first reported a position in CRM in Q4 2023 and held it in 7 quarters. The position peaked at $692K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • SFM LLC reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • SFM LLC sold 2,255 Salesforce shares in Q3 2025, an estimated $615K.
  • SFM LLC first reported a position in Salesforce in Q4 2023 and held it in 7 quarters.
  • SFM LLC's Salesforce position peaked at $692K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on SFM LLC's 13F filing for Q3 2025, filed 15 Oct 2025.