Shoker Investment Counsel’s Salesforce CRM Stock Holding History

Shoker Investment Counsel’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 Q4	–	Sell	-1,094	Closed	-$259K	–	113
2025 Q3	$259K	Buy	1,094 +1	+0.1%	+$252	0.08%	101
2025 Q2	$298K	Buy	1,093 +2	+0.2%	+$535	0.09%	97
2025 Q1	$293K	Hold	1,091	–	–	0.1%	86
2024 Q4	$365K	Hold	1,091	–	–	0.12%	79
2024 Q3	$299K	Buy	+1,091	New	+$279K	0.1%	87

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Shoker Investment Counsel's CRM Position: Q4 2025 in Review

Shoker Investment Counsel sold out of Salesforce (CRM) in Q4 2025, closing a stake of 1,094 shares — an estimated $259K sold.

Shoker Investment Counsel first reported a position in CRM in Q3 2024 and held it in 5 quarters. The position peaked at $365K in Q4 2024. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Shoker Investment Counsel reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Shoker Investment Counsel sold 1,094 Salesforce shares in Q4 2025, an estimated $259K.
Shoker Investment Counsel first reported a position in Salesforce in Q3 2024 and held it in 5 quarters.
Shoker Investment Counsel's Salesforce position peaked at $365K in Q4 2024.
2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Shoker Investment Counsel's 13F filing for Q4 2025, filed 4 Feb 2026.