Stegent Equity Advisors’s Salesforce CRM Stock Holding History

Stegent Equity Advisors’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	-1,145	Closed	-$271K	–	119
2025 Q3	$271K	Sell	1,145 -417	-27%	-$105K	0.22%	99
2025 Q2	$426K	Buy	1,562 +345	+28%	+$92.2K	0.38%	85
2025 Q1	$327K	Sell	1,217 -1	-0.1%	-$311	0.33%	83
2024 Q4	$407K	Buy	1,218 +11	+0.9%	+$3.51K	0.41%	62
2024 Q3	$330K	Buy	+1,207	New	+$309K	0.36%	65
2024 Q2	–	Sell	-848	Closed	-$255K	–	83
2024 Q1	$255K	Buy	+848	New	+$245K	0.26%	77

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

Stegent Equity Advisors's CRM Position: Q4 2025 in Review

Stegent Equity Advisors sold out of Salesforce (CRM) in Q4 2025, closing a stake of 1,145 shares — an estimated $271K sold.

Stegent Equity Advisors first reported a position in CRM in Q1 2024 and held it in 6 quarters. The position peaked at $426K in Q2 2025. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Stegent Equity Advisors reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Stegent Equity Advisors sold 1,145 Salesforce shares in Q4 2025, an estimated $271K.
Stegent Equity Advisors first reported a position in Salesforce in Q1 2024 and held it in 6 quarters.
Stegent Equity Advisors's Salesforce position peaked at $426K in Q2 2025.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Stegent Equity Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.