von Borstel & Associates’s Salesforce CRM Stock Holding History

von Borstel & Associates’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	-1,710	Closed	-$413K	–	71
2025 Q3	$413K	Buy	+1,710	New	+$431K	0.06%	97

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

von Borstel & Associates's CRM Position: Q4 2025 in Review

von Borstel & Associates sold out of Salesforce (CRM) in Q4 2025, closing a stake of 1,710 shares — an estimated $413K sold.

von Borstel & Associates first reported a position in CRM in Q3 2025 and held it in 1 quarter. The position peaked at $413K in Q3 2025. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

von Borstel & Associates reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
von Borstel & Associates sold 1,710 Salesforce shares in Q4 2025, an estimated $413K.
von Borstel & Associates first reported a position in Salesforce in Q3 2025 and held it in 1 quarter.
von Borstel & Associates's Salesforce position peaked at $413K in Q3 2025.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.