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Studio Investment Management’s Salesforce CRM Stock Holding History

Studio Investment Management’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
-247
Closed -$66.3K – 199
2025
Q1 		$66.3K Sell
247
-2,100
-89% -$653K 0.01% 198
2024
Q4 		$786K Sell
2,347
-54
-2% -$17.2K 0.17% 85
2024
Q3 		$658K Buy
2,401
+41
+2% +$10.5K 0.14% 99
2024
Q2 		$607K Buy
2,360
+12
+0.5% +$3.21K 0.14% 96
2024
Q1 		$708K Buy
2,348
+120
+5% +$34.6K 0.17% 83
2023
Q4 		$586K Sell
2,228
-396
-15% -$89.6K 0.15% 90
2023
Q3 		$532K Sell
2,624
-503
-16% -$109K 0.15% 78
2023
Q2 		$661K Sell
3,127
-13
-0.4% -$2.65K 0.18% 66
2023
Q1 		$627K Sell
3,140
-43
-1% -$7.26K 0.19% 62
2022
Q4 		$422K Buy
3,183
+226
+8% +$33K 0.14% 82
2022
Q3 		$425K Buy
2,957
+898
+44% +$152K 0.15% 70
2022
Q2 		$340K Buy
+2,059
New +$364K 0.12% 106

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

Studio Investment Management's CRM Position: Q2 2025 in Review

Studio Investment Management sold out of Salesforce (CRM) in Q2 2025, closing a stake of 247 shares — an estimated $66.3K sold.

Studio Investment Management first reported a position in CRM in Q2 2022 and held it in 12 quarters. The position peaked at $786K in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Studio Investment Management reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Studio Investment Management sold 247 Salesforce shares in Q2 2025, an estimated $66.3K.
  • Studio Investment Management first reported a position in Salesforce in Q2 2022 and held it in 12 quarters.
  • Studio Investment Management's Salesforce position peaked at $786K in Q4 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.