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Shorepoint Capital Partners’s Salesforce CRM Stock Holding History

Shorepoint Capital Partners’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 		$2.49M Buy
+10,523
New +$2.65M 0.5% 66
2025
Q1 		$2.58M Buy
9,622
+957
+11% +$298K 0.58% 63
2024
Q4 		$2.9M Buy
8,665
+261
+3% +$83.3K 0.66% 57
2024
Q3 		$2.3M Buy
8,404
+1,063
+14% +$272K 0.52% 67
2024
Q2 		$1.89M Buy
7,341
+1,270
+21% +$340K 0.44% 70
2024
Q1 		$1.83M Sell
6,071
-215
-3% -$62K 0.45% 68
2023
Q4 		$1.65M Buy
6,286
+223
+4% +$50.5K 0.44% 68
2023
Q3 		$1.23M Buy
6,063
+482
+9% +$104K 0.36% 72
2023
Q2 		$1.18M Buy
5,581
+377
+7% +$77K 0.33% 76
2023
Q1 		$1.04M Sell
5,204
-21
-0.4% -$3.55K 0.3% 81
2022
Q4 		$693K Buy
5,225
+139
+3% +$20.3K 0.19% 100
2022
Q3 		$732K Buy
5,086
+121
+2% +$20.5K 0.35% 65
2022
Q2 		$819K Sell
4,965
-238
-5% -$42.1K 0.35% 70
2022
Q1 		$1.1M Buy
5,203
+953
+22% +$205K 0.46% 58
2021
Q4 		$1.08M Buy
4,250
+103
+2% +$28.9K 0.44% 59
2021
Q3 		$1.13M Buy
+4,147
New +$1.05M 0.51% 58
2021
Q1 		$754K Buy
3,560
+1,482
+71% +$330K 0.4% 64
2020
Q4 		$462K Buy
+2,078
New +$505K 0.26% 66

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

Shorepoint Capital Partners's CRM Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Salesforce (CRM) in Q3 2025: 10,523 shares worth $2.49M. The stake represents 0.5% of the portfolio and ranks #66 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in CRM as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in CRM in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.9M in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Shorepoint Capital Partners held 10,523 shares of Salesforce worth $2.49M as of Q3 2025.
  • Salesforce was a new Shorepoint Capital Partners position in Q3 2025.
  • Salesforce made up 0.5% of Shorepoint Capital Partners's portfolio in Q3 2025, its #66 holding.
  • Shorepoint Capital Partners first reported a position in Salesforce in Q4 2020 and has held it in 18 quarters since.
  • Shorepoint Capital Partners's Salesforce position peaked at $2.9M in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.