Werlinich Asset Management’s Salesforce CRM Stock Holding History

Werlinich 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	–	Sell	-1,515	Closed	-$359K	–	61
2025 Q3	$359K	Buy	1,515 +347	+30%	+$87.5K	0.18%	58
2025 Q2	$319K	Hold	1,168	–	–	0.17%	57
2025 Q1	$313K	Hold	1,168	–	–	0.2%	58
2024 Q4	$392K	Hold	1,168	–	–	0.23%	55
2024 Q3	$320K	Hold	1,168	–	–	0.19%	57
2024 Q2	$295K	Buy	1,168 +45	+4%	+$12K	0.18%	57
2024 Q1	$338K	Hold	1,123	–	–	0.22%	55
2023 Q4	$300K	Sell	1,123 -88	-7%	-$19.9K	0.23%	53
2023 Q3	$245K	Buy	1,211 +3	+0.2%	+$648	0.2%	57
2023 Q2	$255K	Hold	1,208	–	–	0.2%	55
2023 Q1	$241K	Buy	+1,208	New	+$204K	0.21%	53

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

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

Werlinich Asset Management sold out of Salesforce (CRM) in Q4 2025, closing a stake of 1,515 shares — an estimated $359K sold.

Werlinich Asset Management first reported a position in CRM in Q1 2023 and held it in 11 quarters. The position peaked at $392K in Q4 2024. 2,950 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Werlinich Asset Management reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Werlinich Asset Management sold 1,515 Salesforce shares in Q4 2025, an estimated $359K.
Werlinich Asset Management first reported a position in Salesforce in Q1 2023 and held it in 11 quarters.
Werlinich Asset Management's Salesforce position peaked at $392K in Q4 2024.
2,950 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Werlinich Asset Management's 13F filing for Q4 2025, filed 6 Jan 2026.