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Tortoise Investment Management’s Salesforce CRM Stock Holding History

Tortoise 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
Q4 		– Sell
-76
Closed -$18K – 491
2025
Q3 		$18K Buy
76
+11
+17% +$2.77K ﹤0.01% 539
2025
Q2 		$17.7K Buy
65
+34
+110% +$9.09K ﹤0.01% 528
2025
Q1 		$8.32K Sell
31
-162
-84% -$50.4K ﹤0.01% 601
2024
Q4 		$64.5K Buy
193
+24
+14% +$7.66K 0.01% 380
2024
Q3 		$46.3K Buy
169
+106
+168% +$27.2K ﹤0.01% 421
2024
Q2 		$16.2K Sell
63
-168
-73% -$45K ﹤0.01% 565
2024
Q1 		$69.6K Buy
231
+36
+18% +$10.4K 0.01% 335
2023
Q4 		$51.3K Sell
195
-14
-7% -$3.17K 0.01% 349
2023
Q3 		$42.4K Buy
209
+14
+7% +$3.02K 0.01% 361
2023
Q2 		$41.2K Buy
195
+4
+2% +$817 0.01% 366
2023
Q1 		$38.2K Sell
191
-7
-4% -$1.18K 0.01% 364
2022
Q4 		$26.3K Sell
198
-129
-39% -$18.8K ﹤0.01% 417
2022
Q3 		$47K Buy
327
+21
+7% +$3.56K 0.01% 324
2022
Q2 		$51K Buy
306
+100
+49% +$17.7K 0.01% 298
2022
Q1 		$44K Buy
206
+27
+15% +$5.81K 0.01% 320
2021
Q4 		$45K Hold
179
– – 0.01% 305
2021
Q3 		$49K Hold
179
– – 0.01% 279
2021
Q2 		$44K Buy
179
+129
+258% +$29.7K 0.01% 286
2021
Q1 		$11K Hold
50
– – ﹤0.01% 425
2020
Q4 		$11K Buy
+50
New +$12.2K ﹤0.01% 406
2020
Q2 		– Sell
-3
Closed – – 518
2020
Q1 		$0 Hold
3
– – ﹤0.01% 553
2019
Q4 		$0 Hold
3
– – ﹤0.01% 598
2019
Q3 		$0 Hold
3
– – ﹤0.01% 601
2019
Q2 		$0 Hold
3
– – ﹤0.01% 631
2019
Q1 		$0 Buy
+3
New +$465 ﹤0.01% 630

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tortoise Investment Management's CRM Position: Q4 2025 in Review

Tortoise Investment Management sold out of Salesforce (CRM) in Q4 2025, closing a stake of 76 shares — an estimated $18K sold.

Tortoise Investment Management first reported a position in CRM in Q1 2019 and held it in 25 quarters. The position peaked at $69.6K in Q1 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Tortoise Investment Management reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 76 Salesforce shares in Q4 2025, an estimated $18K.
  • Tortoise Investment Management first reported a position in Salesforce in Q1 2019 and held it in 25 quarters.
  • Tortoise Investment Management's Salesforce position peaked at $69.6K in Q1 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.