Stephens Consulting’s Salesforce CRM Stock Holding History

Stephens Consulting’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	$6.09K	Buy	23 +19	+475%	+$4.72K	﹤0.01%	277
2025 Q3	$948	Sell	4 -12	-75%	-$3.03K	﹤0.01%	361
2025 Q2	$4.36K	Buy	16 +6	+60%	+$1.6K	﹤0.01%	401
2025 Q1	$2.68K	Sell	10 -105	-91%	-$32.7K	﹤0.01%	423
2024 Q4	$38.4K	Hold	115	–	–	0.01%	207
2024 Q3	$31.5K	Sell	115 -14	-11%	-$3.59K	0.01%	224
2024 Q2	$33.2K	Buy	129 +125	+3,125%	+$33.4K	0.01%	216
2024 Q1	$1.21K	Hold	4	–	–	﹤0.01%	441
2023 Q4	$1.05K	Hold	4	–	–	﹤0.01%	449
2023 Q3	$812	Hold	4	–	–	﹤0.01%	466
2023 Q2	$846	Hold	4	–	–	﹤0.01%	470
2023 Q1	$800	Hold	4	–	–	﹤0.01%	494
2022 Q4	$530	Hold	4	–	–	﹤0.01%	478
2022 Q3	$575	Hold	4	–	–	﹤0.01%	535
2022 Q2	$660	Hold	4	–	–	﹤0.01%	521
2022 Q1	$849	Sell	4 -47	-92%	-$10.1K	﹤0.01%	534
2021 Q4	$13K	Buy	+51	New	+$14.3K	0.01%	359

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stephens Consulting's CRM Position: Q4 2025 in Review

Stephens Consulting increased its Salesforce (CRM) stake by 475% in Q4 2025, buying an estimated $4.72K and bringing the position to 23 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Stephens Consulting first reported a position in CRM in Q4 2021 and has held it in 17 quarters since. The position peaked at $38.4K in Q4 2024. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Stephens Consulting held 23 shares of Salesforce worth $6.09K as of Q4 2025.
Stephens Consulting bought 19 Salesforce shares in Q4 2025, an estimated $4.72K.
Salesforce made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #277 holding.
Stephens Consulting first reported a position in Salesforce in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Salesforce position peaked at $38.4K in Q4 2024.
2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.