SFM
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Sphera Funds Management’s Salesforce CRM Stock Holding History

Sphera Funds Management’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
-6,800
Closed -$1.85M – 119
2025
Q2 		$1.85M Sell
6,800
-2,300
-25% -$615K 0.44% 72
2025
Q1 		$2.44M Buy
+9,100
New +$2.83M 0.56% 54
2024
Q3 		– Sell
-33,600
Closed -$8.64M – 123
2024
Q2 		$8.64M Buy
+33,600
New +$8.99M 1.18% 28
2020
Q2 		– Sell
-35,529
Closed -$5.12M – 95
2020
Q1 		$5.12M Buy
+35,529
New +$6.09M 0.64% 32

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

Sphera Funds Management's CRM Position: Q3 2025 in Review

Sphera Funds Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 6,800 shares — an estimated $1.85M sold.

Sphera Funds Management first reported a position in CRM in Q1 2020 and held it in 4 quarters. The position peaked at $8.64M in Q2 2024. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Sphera Funds Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Sphera Funds Management sold 6,800 Salesforce shares in Q3 2025, an estimated $1.85M.
  • Sphera Funds Management first reported a position in Salesforce in Q1 2020 and held it in 4 quarters.
  • Sphera Funds Management's Salesforce position peaked at $8.64M in Q2 2024.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Sphera Funds Management's 13F filing for Q3 2025, filed 14 Nov 2025.