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Stelac Advisory Services’s Salesforce CRM Stock Holding History

Stelac Advisory Services’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
Q2 		– Sell
-12,761
Closed -$3.42M – 106
2025
Q1 		$3.42M Buy
12,761
+71
+0.6% +$22.1K 1.41% 21
2024
Q4 		$4.24M Hold
12,690
– – 1.65% 18
2024
Q3 		$3.47M Sell
12,690
-15,468
-55% -$3.96M 1.41% 22
2024
Q2 		$7.24M Hold
28,158
– – 3.04% 10
2024
Q1 		$8.48M Hold
28,158
– – 3.98% 9
2023
Q4 		$7.41M Hold
28,158
– – 3.99% 6
2023
Q3 		$5.71M Hold
28,158
– – 3.11% 7
2023
Q2 		$5.95M Sell
28,158
-352
-1% -$71.9K 2.65% 7
2023
Q1 		$5.7M Sell
28,510
-34
-0.1% -$5.74K 2.47% 8
2022
Q4 		$3.78M Buy
28,544
+15,493
+119% +$2.26M 1.71% 20
2022
Q3 		$1.88M Buy
+13,051
New +$2.21M 0.85% 35
2021
Q4 		– Sell
-1,978
Closed -$536K – 194
2021
Q3 		$536K Sell
1,978
-1,109
-36% -$282K 0.14% 101
2021
Q2 		$754K Buy
3,087
+76
+3% +$17.5K 0.17% 97
2021
Q1 		$638K Sell
3,011
-321
-10% -$71.5K 0.24% 84
2020
Q4 		$741K Buy
3,332
+129
+4% +$31.4K 0.19% 81
2020
Q3 		$805K Buy
3,203
+1,075
+51% +$235K 0.27% 58
2020
Q2 		$399K Buy
+2,128
New +$359K 0.15% 71
2019
Q4 		– Sell
-1,241
Closed -$184K – 93
2019
Q3 		$184K Buy
+1,241
New +$189K 0.13% 70

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stelac Advisory Services's CRM Position: Q2 2025 in Review

Stelac Advisory Services sold out of Salesforce (CRM) in Q2 2025, closing a stake of 12,761 shares — an estimated $3.42M sold.

Stelac Advisory Services first reported a position in CRM in Q3 2019 and held it in 18 quarters. The position peaked at $8.48M in Q1 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Stelac Advisory Services reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Stelac Advisory Services sold 12,761 Salesforce shares in Q2 2025, an estimated $3.42M.
  • Stelac Advisory Services first reported a position in Salesforce in Q3 2019 and held it in 18 quarters.
  • Stelac Advisory Services's Salesforce position peaked at $8.48M in Q1 2024.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Stelac Advisory Services's 13F filing for Q2 2025, filed 12 Aug 2025.