XC
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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
-1,400
Closed -$371K – 161
2025
Q4 		$371K Hold
1,400
– – 0.23% 91
2025
Q3 		$332K Buy
+1,400
New +$353K 0.17% 90
2025
Q1 		– Sell
-1,300
Closed -$435K – 223
2024
Q4 		$435K Buy
+1,300
New +$415K 0.21% 110
2024
Q3 		– Sell
-4,100
Closed -$1.05M – 102
2024
Q2 		$1.05M Sell
4,100
-1,100
-21% -$294K 0.67% 44
2024
Q1 		$1.57M Sell
5,200
-1,500
-22% -$433K 0.7% 44
2023
Q4 		$1.76M Buy
6,700
+1,700
+34% +$385K 1.03% 28
2023
Q3 		$1.01M Buy
5,000
+1,000
+25% +$216K 0.58% 41
2023
Q2 		$845K Buy
+4,000
New +$817K 0.61% 50

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
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.