360 Financial’s Salesforce CRM Stock Holding History

360 Financial’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 Q1	–	Sell	-615	Closed	-$206K	–	78
2024 Q4	$206K	Buy	+615	New	+$196K	0.07%	78

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

360 Financial's CRM Position: Q1 2025 in Review

360 Financial sold out of Salesforce (CRM) in Q1 2025, closing a stake of 615 shares — an estimated $206K sold.

360 Financial first reported a position in CRM in Q4 2024 and held it in 1 quarter. The position peaked at $206K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

360 Financial reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
360 Financial sold 615 Salesforce shares in Q1 2025, an estimated $206K.
360 Financial first reported a position in Salesforce in Q4 2024 and held it in 1 quarter.
360 Financial's Salesforce position peaked at $206K in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on 360 Financial's 13F filing for Q1 2025, filed 8 May 2025.