Smith Anglin Financial’s Salesforce CRM Stock Holding History

Smith Anglin Financial’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 Q2	$495K	Buy	1,816 +147	+9%	+$39.3K	0.04%	125
2025 Q1	$448K	Buy	1,669 +868	+108%	+$270K	0.05%	127
2024 Q4	$268K	Sell	801 -9	-1%	-$2.87K	0.03%	166
2024 Q3	$222K	Sell	810 -52	-6%	-$13.3K	0.02%	186
2024 Q2	$222K	Sell	862 -97	-10%	-$26K	0.02%	171
2024 Q1	$289K	Sell	959 -10	-1%	-$2.88K	0.03%	141
2023 Q4	$255K	Buy	+969	New	+$219K	0.03%	144
2023 Q3	–	Sell	-948	Closed	-$200K	–	179
2023 Q2	$200K	Sell	948 -162	-15%	-$33.1K	0.02%	165
2023 Q1	$222K	Buy	+1,110	New	+$187K	0.03%	151

Other funds holding CRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Smith Anglin Financial's CRM Position: Q2 2025 in Review

Smith Anglin Financial increased its Salesforce (CRM) stake by 8.8% in Q2 2025, buying an estimated $39.3K and bringing the position to 1,816 shares worth $495K. The position accounts for 0.04% of the portfolio, ranked #125.

Smith Anglin Financial first reported a position in CRM in Q1 2023 and has held it in 9 quarters since. 2,959 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Smith Anglin Financial held 1,816 shares of Salesforce worth $495K as of Q2 2025.
Smith Anglin Financial bought 147 Salesforce shares in Q2 2025, an estimated $39.3K.
Salesforce made up 0.04% of Smith Anglin Financial's portfolio in Q2 2025, its #125 holding.
Smith Anglin Financial first reported a position in Salesforce in Q1 2023 and has held it in 9 quarters since.
2,959 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.