Sheets Smith Investment Management’s Salesforce CRM Stock Holding History

Sheets Smith Investment Management’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	$226K	Buy	+952	New	+$240K	0.15%	111

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sheets Smith Investment Management's CRM Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in Salesforce (CRM) in Q3 2025: 952 shares worth $226K. The stake represents 0.15% of the portfolio and ranks #111 among its holdings.

2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Sheets Smith Investment Management held 952 shares of Salesforce worth $226K as of Q3 2025.
Salesforce was a new Sheets Smith Investment Management position in Q3 2025.
Salesforce made up 0.15% of Sheets Smith Investment Management's portfolio in Q3 2025, its #111 holding.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.