XY Capital’s Salesforce CRM Stock Holding History

XY 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
2026 Q1	–	Sell	-1,700	Closed	-$450K	–	160
2025 Q4	$450K	Buy	1,700 +1,000	+143%	+$249K	0.28%	78
2025 Q3	$166K	Buy	+700	New	+$177K	0.09%	129
2024 Q3	–	Sell	-4,100	Closed	-$1.05M	–	101
2024 Q2	$1.05M	Buy	4,100 +400	+11%	+$107K	0.67%	43
2024 Q1	$1.11M	Sell	3,700 -3,000	-45%	-$866K	0.5%	51
2023 Q4	$1.76M	Buy	6,700 +3,700	+123%	+$837K	1.03%	27
2023 Q3	$608K	Sell	3,000 -1,000	-25%	-$216K	0.35%	74
2023 Q2	$845K	Sell	4,000 -1,000	-20%	-$204K	0.61%	49
2023 Q1	$999K	Buy	+5,000	New	+$845K	0.39%	60

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

XY Capital's CRM Position: Q4 2025 in Review

XY Capital sold out of Salesforce (CRM) in Q4 2025, closing a stake of 726 shares — an estimated $180K sold.

XY Capital first reported a position in CRM in Q2 2023 and held it in 5 quarters. The position peaked at $600K in Q1 2024. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

XY Capital reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
XY Capital sold 726 Salesforce shares in Q4 2025, an estimated $180K.
XY Capital first reported a position in Salesforce in Q2 2023 and held it in 5 quarters.
XY Capital's Salesforce position peaked at $600K in Q1 2024.
2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on XY Capital's 13F filing for Q4 2025, filed 12 Feb 2026.