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Adero Partners’s Salesforce CRM Stock Holding History

Adero Partners’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 		$631K Sell
2,351
-623
-21% -$194K 0.04% 114
2024
Q4 		$994K Buy
2,974
+83
+3% +$26.5K 0.06% 86
2024
Q3 		$791K Sell
2,891
-1,501
-34% -$384K 0.05% 94
2024
Q2 		$1.13M Buy
4,392
+58
+1% +$15.5K 0.08% 72
2024
Q1 		$1.31M Sell
4,334
-133
-3% -$38.4K 0.1% 73
2023
Q4 		$1.18M Buy
4,467
+1,259
+39% +$285K 0.1% 72
2023
Q3 		$650K Buy
3,208
+815
+34% +$176K 0.06% 91
2023
Q2 		$506K Sell
2,393
-676
-22% -$138K 0.05% 99
2023
Q1 		$613K Buy
3,069
+346
+13% +$58.4K 0.07% 90
2022
Q4 		$361K Sell
2,723
-218
-7% -$31.8K 0.04% 117
2022
Q3 		$472K Buy
2,941
+56
+2% +$9.5K 0.06% 94
2022
Q2 		$472K Buy
2,885
+379
+15% +$67K 0.07% 91
2022
Q1 		$532K Sell
2,506
-9
-0.4% -$1.94K 0.08% 85
2021
Q4 		$639K Sell
2,515
-2,889
-53% -$812K 0.1% 81
2021
Q3 		$1.47M Buy
5,404
+4,460
+472% +$1.13M 0.26% 46
2021
Q2 		$231K Buy
+944
New +$218K 0.05% 127
2021
Q1 		– Sell
-910
Closed -$203K – 116
2020
Q4 		$203K Sell
910
-773
-46% -$188K 0.17% 78
2020
Q3 		$423K Sell
1,683
-9
-0.5% -$1.97K 0.34% 54
2020
Q2 		$317K Sell
1,692
-178
-10% -$30K 0.33% 53
2020
Q1 		$269K Buy
1,870
+340
+22% +$58.3K 0.45% 50
2019
Q4 		$249K Buy
+1,530
New +$240K 0.28% 66

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Adero Partners's CRM Position: Q1 2025 in Review

Adero Partners reduced its Salesforce (CRM) stake by 21% in Q1 2025, selling an estimated $194K and leaving 2,351 shares worth $631K. The position accounts for 0.04% of the portfolio, ranked #114.

Adero Partners first reported a position in CRM in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.47M in Q3 2021. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Adero Partners held 2,351 shares of Salesforce worth $631K as of Q1 2025.
  • Adero Partners sold 623 Salesforce shares in Q1 2025, an estimated $194K.
  • Salesforce made up 0.04% of Adero Partners's portfolio in Q1 2025, its #114 holding.
  • Adero Partners first reported a position in Salesforce in Q4 2019 and has held it in 21 quarters since.
  • Adero Partners's Salesforce position peaked at $1.47M in Q3 2021.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.