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St Louis Trust’s Salesforce CRM Stock Holding History

St Louis Trust’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
-753
Closed -$205K – 125
2025
Q2 		$205K Hold
753
– – 0.03% 120
2025
Q1 		$202K Buy
+753
New +$234K 0.03% 119
2024
Q2 		– Sell
-753
Closed -$227K – 123
2024
Q1 		$227K Buy
+753
New +$217K 0.04% 117
2018
Q2 		– Sell
-1,772
Closed -$206K – 99
2018
Q1 		$206K Buy
+1,772
New +$203K 0.07% 105

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

St Louis Trust's CRM Position: Q3 2025 in Review

St Louis Trust sold out of Salesforce (CRM) in Q3 2025, closing a stake of 753 shares — an estimated $205K sold.

St Louis Trust first reported a position in CRM in Q1 2018 and held it in 4 quarters. The position peaked at $227K in Q1 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • St Louis Trust reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • St Louis Trust sold 753 Salesforce shares in Q3 2025, an estimated $205K.
  • St Louis Trust first reported a position in Salesforce in Q1 2018 and held it in 4 quarters.
  • St Louis Trust's Salesforce position peaked at $227K in Q1 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on St Louis Trust's 13F filing for Q3 2025, filed 7 Nov 2025.