TwinBeech Capital’s Salesforce CRM Stock Holding History

TwinBeech Capital’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	-3,878	Closed	-$919K	–	639
2025 Q3	$919K	Buy	3,878 +1,495	+63%	+$377K	0.04%	324
2025 Q2	$650K	Sell	2,383 -5,807	-71%	-$1.55M	0.01%	471
2025 Q1	$2.2M	Sell	8,190 -8,830	-52%	-$2.75M	0.04%	378
2024 Q4	$5.69M	Buy	+17,020	New	+$5.43M	0.1%	205
2024 Q2	–	Sell	-104,157	Closed	-$31.4M	–	582
2024 Q1	$31.4M	Buy	+104,157	New	+$30.1M	0.65%	49
2023 Q4	–	Sell	-280,229	Closed	-$56.8M	–	685
2023 Q3	$56.8M	Buy	+280,229	New	+$60.5M	1.09%	12
2023 Q2	–	Sell	-308,003	Closed	-$61.5M	–	642
2023 Q1	$61.5M	Buy	+308,003	New	+$52M	1.25%	7
2022 Q3	–	Sell	-174,730	Closed	-$28.8M	–	653
2022 Q2	$28.8M	Buy	174,730 +44,955	+35%	+$7.94M	1.29%	6
2022 Q1	$27.6M	Buy	129,775 +45,312	+54%	+$9.75M	1.21%	5
2021 Q4	$21.5M	Buy	84,463 +82,134	+3,527%	+$23.1M	1.22%	6
2021 Q3	$632K	Sell	2,329 -21,680	-90%	-$5.51M	0.04%	403
2021 Q2	$5.87M	Buy	+24,009	New	+$5.53M	0.71%	38
2021 Q1	–	Sell	-10,152	Closed	-$2.26M	–	485
2020 Q4	$2.26M	Buy	+10,152	New	+$2.47M	0.37%	87

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

TwinBeech Capital's CRM Position: Q4 2025 in Review

TwinBeech Capital sold out of Salesforce (CRM) in Q4 2025, closing a stake of 3,878 shares — an estimated $919K sold.

TwinBeech Capital first reported a position in CRM in Q4 2020 and held it in 13 quarters. The position peaked at $61.5M in Q1 2023. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

TwinBeech Capital reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 3,878 Salesforce shares in Q4 2025, an estimated $919K.
TwinBeech Capital first reported a position in Salesforce in Q4 2020 and held it in 13 quarters.
TwinBeech Capital's Salesforce position peaked at $61.5M in Q1 2023.
2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.