SIG Brokerage’s Salesforce CRM Stock Holding History

SIG Brokerage’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
2026 Q1	$13.9M	Buy	74,400 +43,000	+137%	+$8.91M	0.37%	49
2025 Q4	$8.32M	Buy	31,400 +23,900	+319%	+$5.94M	0.26%	77
2025 Q3	$1.78M	Sell	7,500 -3,900	-34%	-$984K	0.05%	277
2025 Q2	$3.11M	Buy	11,400 +3,900	+52%	+$1.04M	0.08%	168
2025 Q1	$2.01M	Hold	7,500	–	–	0.1%	163
2024 Q4	$2.51M	Buy	+7,500	New	+$2.39M	0.13%	112

Other funds holding CRM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SIG Brokerage's CRM Position: Q1 2025 in Review

SIG Brokerage sold out of Salesforce (CRM) in Q1 2025, closing a stake of 4,508 shares — an estimated $1.4M sold.

SIG Brokerage first reported a position in CRM in Q4 2024 and held it in 1 quarter. The position peaked at $1.51M in Q4 2024. 2,946 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

SIG Brokerage reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
SIG Brokerage sold 4,508 Salesforce shares in Q1 2025, an estimated $1.4M.
SIG Brokerage first reported a position in Salesforce in Q4 2024 and held it in 1 quarter.
SIG Brokerage's Salesforce position peaked at $1.51M in Q4 2024.
2,946 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on SIG Brokerage's 13F filing for Q1 2025, filed 14 May 2025.