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Sonora Investment Management Group’s Salesforce CRM Stock Holding History

Sonora Investment Management Group’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 		$9.38M Buy
39,561
+207
+0.5% +$52.2K 0.66% 47
2025
Q2 		$10.7M Buy
39,354
+8,660
+28% +$2.32M 0.8% 43
2025
Q1 		$8.24M Buy
30,694
+8,121
+36% +$2.53M 0.65% 51
2024
Q4 		$7.55M Buy
22,573
+3,239
+17% +$1.03M 0.58% 55
2024
Q3 		$5.29M Buy
19,334
+13,843
+252% +$3.55M 0.39% 73
2024
Q2 		$1.65M Hold
5,491
– – 0.13% 119
2024
Q1 		$1.65M Buy
5,491
+2,151
+64% +$621K 0.13% 119
2023
Q4 		$879K Buy
3,340
+82
+3% +$18.6K 0.07% 139
2023
Q3 		$661K Buy
3,258
+267
+9% +$57.7K 0.06% 150
2023
Q2 		$632K Buy
2,991
+651
+28% +$133K 0.05% 149
2023
Q1 		$467K Sell
2,340
-5
-0.2% -$845 0.04% 163
2022
Q4 		$311K Sell
2,345
-281
-11% -$41K 0.03% 203
2022
Q3 		$433K Hold
2,626
– – 0.06% 133
2022
Q2 		$433K Sell
2,626
-89
-3% -$15.7K 0.04% 166
2022
Q1 		$577K Buy
2,715
+180
+7% +$38.7K 0.07% 131
2021
Q4 		$644K Buy
+2,535
New +$712K 0.07% 120

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

Sonora Investment Management Group's CRM Position: Q3 2025 in Review

Sonora Investment Management Group increased its Salesforce (CRM) stake by 0.53% in Q3 2025, buying an estimated $52.2K and bringing the position to 39,561 shares worth $9.38M. The position accounts for 0.66% of the portfolio, ranked #47.

Sonora Investment Management Group first reported a position in CRM in Q4 2021 and has held it in 16 quarters since. The position peaked at $10.7M in Q2 2025. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Sonora Investment Management Group held 39,561 shares of Salesforce worth $9.38M as of Q3 2025.
  • Sonora Investment Management Group bought 207 Salesforce shares in Q3 2025, an estimated $52.2K.
  • Salesforce made up 0.66% of Sonora Investment Management Group's portfolio in Q3 2025, its #47 holding.
  • Sonora Investment Management Group first reported a position in Salesforce in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Salesforce position peaked at $10.7M in Q2 2025.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.