Transce3nd’s Salesforce CRM Stock Holding History

Transce3nd’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	-16	Closed	-$3.9K	–	170
2025 Q3	$3.9K	Sell	16 -739	-98%	-$186K	0.03%	111
2025 Q2	$206K	Sell	755 -232	-24%	-$62K	0.09%	134
2025 Q1	$265K	Sell	987 -161	-14%	-$50.1K	0.12%	117
2024 Q4	$384K	Buy	+1,148	New	+$366K	0.13%	124

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Transce3nd's CRM Position: Q4 2025 in Review

Transce3nd sold out of Salesforce (CRM) in Q4 2025, closing a stake of 16 shares — an estimated $3.9K sold.

Transce3nd first reported a position in CRM in Q4 2024 and held it in 4 quarters. The position peaked at $384K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Transce3nd reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Transce3nd sold 16 Salesforce shares in Q4 2025, an estimated $3.9K.
Transce3nd first reported a position in Salesforce in Q4 2024 and held it in 4 quarters.
Transce3nd's Salesforce position peaked at $384K in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Transce3nd's 13F filing for Q4 2025, filed 6 Feb 2026.