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Shay Capital’s Salesforce CRM Stock Holding History

Shay 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 		– Sell
-3,600
Closed -$966K – 349
2025
Q1 		$966K Sell
3,600
-3,900
-52% -$1.21M 0.14% 94
2024
Q4 		$2.51M Buy
7,500
+6,120
+443% +$1.95M 0.38% 65
2024
Q3 		$378K Buy
+1,380
New +$353K 0.05% 194
2022
Q1 		– Sell
-2,109
Closed -$536K – 529
2021
Q4 		$536K Sell
2,109
-16,314
-89% -$4.58M 0.09% 176
2021
Q3 		$5M Buy
18,423
+7,829
+74% +$1.99M 0.64% 29
2021
Q2 		$2.59M Buy
10,594
+7,682
+264% +$1.77M 0.3% 64
2021
Q1 		$617K Buy
+2,912
New +$648K 0.06% 220

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

Shay Capital's CRM Position: Q2 2025 in Review

Shay Capital sold out of Salesforce (CRM) in Q2 2025, closing a stake of 3,600 shares — an estimated $966K sold.

Shay Capital first reported a position in CRM in Q1 2021 and held it in 7 quarters. The position peaked at $5M in Q3 2021. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Shay Capital reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Shay Capital sold 3,600 Salesforce shares in Q2 2025, an estimated $966K.
  • Shay Capital first reported a position in Salesforce in Q1 2021 and held it in 7 quarters.
  • Shay Capital's Salesforce position peaked at $5M in Q3 2021.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

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