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Aire Advisors’s Salesforce CRM Stock Holding History

Aire Advisors’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
-975
Closed -$326K – 158
2024
Q4 		$326K Buy
975
+57
+6% +$18.2K 0.07% 127
2024
Q3 		$251K Sell
918
-25
-3% -$6.4K 0.06% 131
2024
Q2 		$242K Buy
943
+49
+5% +$13.1K 0.06% 137
2024
Q1 		$270K Buy
894
+8
+0.9% +$2.31K 0.06% 125
2023
Q4 		$234K Buy
+886
New +$201K 0.06% 127
2022
Q3 		– Sell
-1,952
Closed -$322K – 145
2022
Q2 		$322K Sell
1,952
-229
-10% -$40.5K 0.11% 102
2022
Q1 		$463K Buy
2,181
+458
+27% +$98.6K 0.17% 80
2021
Q4 		$439K Buy
+1,723
New +$484K 0.19% 65

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aire Advisors's CRM Position: Q1 2025 in Review

Aire Advisors sold out of Salesforce (CRM) in Q1 2025, closing a stake of 975 shares — an estimated $326K sold.

Aire Advisors first reported a position in CRM in Q4 2021 and held it in 8 quarters. The position peaked at $463K in Q1 2022. 2,954 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Aire Advisors reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Aire Advisors sold 975 Salesforce shares in Q1 2025, an estimated $326K.
  • Aire Advisors first reported a position in Salesforce in Q4 2021 and held it in 8 quarters.
  • Aire Advisors's Salesforce position peaked at $463K in Q1 2022.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Aire Advisors's 13F filing for Q1 2025, filed 5 May 2025.