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SkyView Investment Advisors’s Salesforce CRM Stock Holding History

SkyView Investment Advisors’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 		– Sell
-806
Closed -$220K – 329
2025
Q2 		$220K Buy
+806
New +$215K 0.03% 256
2023
Q4 		– Sell
-148
Closed -$30K – 227
2023
Q3 		$30K Sell
148
-1,732
-92% -$374K 0.01% 304
2023
Q2 		$444K Sell
1,880
-144
-7% -$29.4K 0.11% 241
2023
Q1 		$404K Buy
2,024
+22
+1% +$3.72K 0.09% 254
2022
Q4 		$265K Sell
2,002
-188
-9% -$27.4K 0.08% 292
2022
Q3 		$315K Buy
2,190
+51
+2% +$8.65K 0.09% 299
2022
Q2 		$353K Sell
2,139
-39
-2% -$6.89K 0.09% 286
2022
Q1 		$376K Sell
2,178
-1,981
-48% -$426K 0.09% 292
2021
Q4 		$915K Buy
4,159
+1,105
+36% +$310K 0.21% 132
2021
Q3 		$828K Buy
3,054
+29
+1% +$7.37K 0.23% 117
2021
Q2 		$641K Hold
3,025
– – 0.3% 82
2021
Q1 		$641K Buy
3,025
+1,400
+86% +$312K 0.28% 85
2020
Q4 		$362K Buy
+1,625
New +$395K 0.17% 122

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

SkyView Investment Advisors's CRM Position: Q3 2025 in Review

SkyView Investment Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 806 shares — an estimated $220K sold.

SkyView Investment Advisors first reported a position in CRM in Q4 2020 and held it in 13 quarters. The position peaked at $915K in Q4 2021. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • SkyView Investment Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • SkyView Investment Advisors sold 806 Salesforce shares in Q3 2025, an estimated $220K.
  • SkyView Investment Advisors first reported a position in Salesforce in Q4 2020 and held it in 13 quarters.
  • SkyView Investment Advisors's Salesforce position peaked at $915K in Q4 2021.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on SkyView Investment Advisors's 13F filing for Q3 2025, filed 13 Feb 2026.