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Stonegate Investment Group’s Salesforce CRM Stock Holding History

Stonegate Investment Group’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 		$1.77M Sell
7,469
-1,010
-12% -$255K 0.04% 139
2025
Q2 		$2.31M Buy
8,479
+35
+0.4% +$9.36K 0.06% 127
2025
Q1 		$2.27M Buy
8,444
+67
+0.8% +$20.8K 0.06% 115
2024
Q4 		$2.8M Buy
8,377
+470
+6% +$150K 0.07% 99
2024
Q3 		$2.16M Buy
7,907
+14
+0.2% +$3.59K 0.06% 121
2024
Q2 		$2.03M Buy
7,893
+722
+10% +$193K 0.06% 118
2024
Q1 		$2.16M Sell
7,171
-5
-0.1% -$1.44K 0.07% 112
2023
Q4 		$1.89M Buy
7,176
+260
+4% +$58.8K 0.06% 117
2023
Q3 		$1.4M Sell
6,916
-24
-0.3% -$5.19K 0.05% 132
2023
Q2 		$1.47M Buy
6,940
+758
+12% +$155K 0.05% 135
2023
Q1 		$1.24M Sell
6,182
-5,176
-46% -$874K 0.05% 140
2022
Q4 		$1.51M Sell
11,358
-608
-5% -$88.7K 0.07% 113
2022
Q3 		$1.72M Sell
11,966
-1,991
-14% -$338K 0.08% 111
2022
Q2 		$2.3M Buy
13,957
+832
+6% +$147K 0.1% 100
2022
Q1 		$2.79M Sell
13,125
-68
-0.5% -$14.6K 0.09% 82
2021
Q4 		$3.35M Buy
+13,193
New +$3.71M 0.14% 76

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

Stonegate Investment Group's CRM Position: Q3 2025 in Review

Stonegate Investment Group reduced its Salesforce (CRM) stake by 12% in Q3 2025, selling an estimated $255K and leaving 7,469 shares worth $1.77M. The position accounts for 0.04% of the portfolio, ranked #139.

Stonegate Investment Group first reported a position in CRM in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.35M in Q4 2021. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Stonegate Investment Group held 7,469 shares of Salesforce worth $1.77M as of Q3 2025.
  • Stonegate Investment Group sold 1,010 Salesforce shares in Q3 2025, an estimated $255K.
  • Salesforce made up 0.04% of Stonegate Investment Group's portfolio in Q3 2025, its #139 holding.
  • Stonegate Investment Group first reported a position in Salesforce in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Salesforce position peaked at $3.35M in Q4 2021.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.