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Titleist Asset Management’s Salesforce CRM Stock Holding History

Titleist Asset 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
Q3 		– Sell
-1,734
Closed -$473K – 326
2025
Q2 		$473K Buy
1,734
+891
+106% +$238K 0.05% 209
2025
Q1 		$226K Buy
+843
New +$262K 0.03% 275

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

Titleist Asset Management's CRM Position: Q3 2025 in Review

Titleist Asset Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,734 shares — an estimated $473K sold.

Titleist Asset Management first reported a position in CRM in Q1 2025 and held it in 2 quarters. The position peaked at $473K in Q2 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Titleist Asset Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Titleist Asset Management sold 1,734 Salesforce shares in Q3 2025, an estimated $473K.
  • Titleist Asset Management first reported a position in Salesforce in Q1 2025 and held it in 2 quarters.
  • Titleist Asset Management's Salesforce position peaked at $473K in Q2 2025.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Titleist Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.