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Virtus Investment Advisers’s Salesforce CRM Stock Holding History

Virtus Investment Advisers’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
Q2 		– Sell
-3,946
Closed -$1.06M – 453
2025
Q1 		$1.06M Buy
3,946
+3,698
+1,491% +$1.15M 0.29% 147
2024
Q4 		$82.9K Hold
248
– – 0.07% 281
2024
Q3 		$67.9K Hold
248
– – 0.05% 268
2024
Q2 		$63.8K Sell
248
-128
-34% -$34.3K 0.05% 258
2024
Q1 		$113K Sell
376
-40
-10% -$11.5K 0.08% 237
2023
Q4 		$109K Hold
416
– – 0.08% 237
2023
Q3 		$84.4K Sell
416
-48
-10% -$10.4K 0.06% 229
2023
Q2 		$98K Buy
+464
New +$94.7K 0.07% 242
2018
Q1 		– Sell
-28,910
Closed -$2.96M – 107
2017
Q4 		$2.96M Sell
28,910
-4,927
-15% -$502K 0.32% 103
2017
Q3 		$3.16M Sell
33,837
-6,296
-16% -$579K 0.33% 101
2017
Q2 		$3.48M Sell
40,133
-10,866
-21% -$946K 0.34% 101
2017
Q1 		$4.21M Sell
50,999
-6,743
-12% -$539K 0.37% 87
2016
Q4 		$3.95M Sell
57,742
-11,624
-17% -$844K 0.31% 114
2016
Q3 		$4.95M Buy
+69,366
New +$5.41M 0.32% 111

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Virtus Investment Advisers's CRM Position: Q2 2025 in Review

Virtus Investment Advisers sold out of Salesforce (CRM) in Q2 2025, closing a stake of 3,946 shares — an estimated $1.06M sold.

Virtus Investment Advisers first reported a position in CRM in Q3 2016 and held it in 14 quarters. The position peaked at $4.95M in Q3 2016. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Virtus Investment Advisers reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 3,946 Salesforce shares in Q2 2025, an estimated $1.06M.
  • Virtus Investment Advisers first reported a position in Salesforce in Q3 2016 and held it in 14 quarters.
  • Virtus Investment Advisers's Salesforce position peaked at $4.95M in Q3 2016.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Virtus Investment Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.