World Equity Group’s Salesforce CRM Stock Holding History

World Equity Group’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	-879	Closed	-$208K	–	339
2025 Q3	$208K	Sell	879 -127	-13%	-$32K	0.05%	334
2025 Q2	$274K	Sell	1,006 -35	-3%	-$9.36K	0.07%	264
2025 Q1	$280K	Sell	1,041 -233	-18%	-$72.5K	0.08%	236
2024 Q4	$426K	Buy	+1,274	New	+$407K	0.09%	213
2024 Q3	–	Sell	-5,402	Closed	-$1.39M	–	273
2024 Q2	$1.39M	Buy	5,402 +350	+7%	+$93.7K	0.41%	68
2024 Q1	$1.52M	Buy	5,052 +59	+1%	+$17K	0.31%	82
2023 Q4	$1.31M	Sell	4,993 -250	-5%	-$56.6K	0.26%	92
2023 Q3	$1.07M	Buy	5,243 +133	+3%	+$28.7K	0.22%	111
2023 Q2	$1.08M	Sell	5,110 -18,563	-78%	-$3.79M	0.32%	88
2023 Q1	$611K	Buy	23,673 +17,734	+299%	+$3M	0.09%	236
2022 Q4	$787K	Buy	5,939 +57	+1%	+$8.32K	0.19%	130
2022 Q3	$846K	Buy	5,882 +260	+5%	+$44.1K	0.21%	114
2022 Q2	$928K	Buy	5,622 +36	+0.6%	+$6.36K	0.23%	117
2022 Q1	$1.19M	Buy	+5,586	New	+$1.2M	0.26%	108

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

World Equity Group's CRM Position: Q4 2025 in Review

World Equity Group sold out of Salesforce (CRM) in Q4 2025, closing a stake of 879 shares — an estimated $208K sold.

World Equity Group first reported a position in CRM in Q1 2022 and held it in 14 quarters. The position peaked at $1.52M in Q1 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

World Equity Group reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
World Equity Group sold 879 Salesforce shares in Q4 2025, an estimated $208K.
World Equity Group first reported a position in Salesforce in Q1 2022 and held it in 14 quarters.
World Equity Group's Salesforce position peaked at $1.52M in Q1 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on World Equity Group's 13F filing for Q4 2025, filed 12 Jan 2026.