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Tucker Asset Management’s Salesforce CRM Stock Holding History

Tucker 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
Q4 		$96.4K Sell
364
-936
-72% -$233K 0.03% 198
2025
Q3 		$308K Buy
+1,300
New +$328K 0.09% 69
2025
Q1 		– Sell
-206
Closed -$68.9K – 428
2024
Q4 		$68.9K Sell
206
-12
-6% -$3.83K 0.01% 304
2024
Q3 		$59.7K Sell
218
-19
-8% -$4.87K 0.01% 311
2024
Q2 		$60.9K Sell
237
-4
-2% -$1.07K 0.01% 363
2024
Q1 		$72.6K Buy
241
+59
+32% +$17K 0.02% 351
2023
Q4 		$47.9K Sell
182
-34
-16% -$7.7K 0.01% 349
2023
Q3 		$43.8K Sell
216
-10
-4% -$2.16K 0.01% 361
2023
Q2 		$47.7K Hold
226
– – 0.01% 271
2023
Q1 		$45.1K Buy
226
+107
+90% +$18.1K 0.01% 266
2022
Q4 		$15.8K Hold
119
– – 0.01% 283
2022
Q3 		$19.3K Buy
119
+22
+23% +$3.73K 0.01% 242
2022
Q2 		$16K Sell
97
-12
-11% -$2.12K 0.01% 191
2022
Q1 		$23.1K Buy
109
+61
+127% +$13.1K 0.01% 139
2021
Q4 		$12.3K Sell
48
-36
-43% -$10.1K ﹤0.01% 191
2021
Q3 		$25.2K Sell
84
-11
-12% -$2.79K 0.01% 129
2021
Q2 		$23.2K Buy
95
+93
+4,650% +$21.4K 0.01% 115
2021
Q1 		$424 Hold
2
– – ﹤0.01% 331
2020
Q4 		$445 Buy
+2
New +$486 ﹤0.01% 361

Other funds holding CRM

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tucker Asset Management's CRM Position: Q4 2025 in Review

Tucker Asset Management reduced its Salesforce (CRM) stake by 72% in Q4 2025, selling an estimated $233K and leaving 364 shares worth $96.4K. The position accounts for 0.03% of the portfolio, ranked #198.

Tucker Asset Management first reported a position in CRM in Q4 2020 and has held it in 19 quarters since. The position peaked at $308K in Q3 2025. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Tucker Asset Management held 364 shares of Salesforce worth $96.4K as of Q4 2025.
  • Tucker Asset Management sold 936 Salesforce shares in Q4 2025, an estimated $233K.
  • Salesforce made up 0.03% of Tucker Asset Management's portfolio in Q4 2025, its #198 holding.
  • Tucker Asset Management first reported a position in Salesforce in Q4 2020 and has held it in 19 quarters since.
  • Tucker Asset Management's Salesforce position peaked at $308K in Q3 2025.
  • 2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.