Stableford Capital II’s Salesforce CRM Stock Holding History

Stableford Capital II’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 Q4	–	Sell	-4,040	Closed	-$957K	–	148
2025 Q3	$957K	Sell	4,040 -27	-0.7%	-$6.81K	0.35%	96
2025 Q2	$1.09M	Buy	+4,067	New	+$1.09M	0.41%	59
2022 Q2	–	Sell	-8,489	Closed	-$1.7M	–	123
2022 Q1	$1.7M	Buy	+8,489	New	+$1.83M	0.72%	32

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

Stableford Capital II's CRM Position: Q4 2025 in Review

Stableford Capital II sold out of Salesforce (CRM) in Q4 2025, closing a stake of 4,040 shares — an estimated $957K sold.

Stableford Capital II first reported a position in CRM in Q1 2022 and held it in 3 quarters. The position peaked at $1.7M in Q1 2022. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Stableford Capital II reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Stableford Capital II sold 4,040 Salesforce shares in Q4 2025, an estimated $957K.
Stableford Capital II first reported a position in Salesforce in Q1 2022 and held it in 3 quarters.
Stableford Capital II's Salesforce position peaked at $1.7M in Q1 2022.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Stableford Capital II's 13F filing for Q4 2025, filed 13 Jan 2026.