Soma Equity Partners’s Salesforce CRM Stock Holding History

Soma Equity 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 Q2	–	Sell	-367,282	Closed	-$98.6M	–	16
2025 Q1	$98.6M	Buy	367,282 +31,380	+9%	+$9.76M	5.76%	8
2024 Q4	$112M	Sell	335,902 -14,329	-4%	-$4.57M	6.21%	6
2024 Q3	$95.9M	Sell	350,231 -50,838	-13%	-$13M	5.5%	8
2024 Q2	$103M	Sell	401,069 -15,521	-4%	-$4.15M	5.93%	9
2024 Q1	$125M	Buy	416,590 +56,778	+16%	+$16.4M	7.35%	5
2023 Q4	$94.7M	Sell	359,812 -40,188	-10%	-$9.1M	5.39%	9
2023 Q3	$81.1M	Hold	400,000	–	–	4.72%	10
2023 Q2	$84.5M	Sell	400,000 -170,000	-30%	-$34.7M	4.59%	14
2023 Q1	$114M	Buy	570,000 +70,000	+14%	+$11.8M	5.73%	6
2022 Q4	$66.3M	Sell	500,000 -100,000	-17%	-$14.6M	3.65%	15
2022 Q3	$86.3M	Buy	600,000 +150,000	+33%	+$25.4M	4.44%	14
2022 Q2	$74.3M	Buy	+450,000	New	+$79.5M	3.93%	10

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

Soma Equity Partners's CRM Position: Q2 2025 in Review

Soma Equity Partners sold out of Salesforce (CRM) in Q2 2025, closing a stake of 367,282 shares — an estimated $98.6M sold.

Soma Equity Partners first reported a position in CRM in Q2 2022 and held it in 12 quarters. The position peaked at $125M in Q1 2024. 2,959 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Soma Equity Partners reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
Soma Equity Partners sold 367,282 Salesforce shares in Q2 2025, an estimated $98.6M.
Soma Equity Partners first reported a position in Salesforce in Q2 2022 and held it in 12 quarters.
Soma Equity Partners's Salesforce position peaked at $125M in Q1 2024.
2,959 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Soma Equity Partners's 13F filing for Q2 2025, filed 14 Aug 2025.