Terra Alpha Investments’s Salesforce CRM Stock Holding History

Terra Alpha Investments’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	$1.37M	Sell	5,165 -54	-1%	-$13.4K	1.4%	25
2025 Q3	$1.24M	Buy	+5,219	New	+$1.32M	1.26%	28

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

Terra Alpha Investments's CRM Position: Q4 2025 in Review

Terra Alpha Investments reduced its Salesforce (CRM) stake by 1% in Q4 2025, selling an estimated $13.4K and leaving 5,165 shares worth $1.37M. The position accounts for 1.4% of the portfolio, ranked #25.

Terra Alpha Investments first reported a position in CRM in Q3 2025 and has held it in 2 quarters since. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Terra Alpha Investments held 5,165 shares of Salesforce worth $1.37M as of Q4 2025.
Terra Alpha Investments sold 54 Salesforce shares in Q4 2025, an estimated $13.4K.
Salesforce made up 1.4% of Terra Alpha Investments's portfolio in Q4 2025, its #25 holding.
Terra Alpha Investments first reported a position in Salesforce in Q3 2025 and has held it in 2 quarters since.
2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Terra Alpha Investments's 13F filing for Q4 2025, filed 5 Feb 2026.