49 Wealth Management’s Salesforce CRM Stock Holding History

49 Wealth 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 Q1	–	Sell	-610	Closed	-$204K	–	194
2024 Q4	$204K	Buy	+610	New	+$195K	0.03%	160
2024 Q3	–	Sell	-914	Closed	-$234K	–	183
2024 Q2	$234K	Buy	914 +85	+10%	+$22.7K	0.05%	131
2024 Q1	$251K	Buy	829 +14	+2%	+$4.04K	0.05%	98
2023 Q4	$214K	Buy	+815	New	+$184K	0.06%	108

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

49 Wealth Management's CRM Position: Q1 2025 in Review

49 Wealth Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 610 shares — an estimated $204K sold.

49 Wealth Management first reported a position in CRM in Q4 2023 and held it in 4 quarters. The position peaked at $251K in Q1 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

49 Wealth Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
49 Wealth Management sold 610 Salesforce shares in Q1 2025, an estimated $204K.
49 Wealth Management first reported a position in Salesforce in Q4 2023 and held it in 4 quarters.
49 Wealth Management's Salesforce position peaked at $251K in Q1 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on 49 Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.