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Alex Sacerdote’s Salesforce CRM Stock Holding History

Alex Sacerdote’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
-826,614
Closed -$276M – 36
2024
Q4 		$276M Buy
826,614
+599,849
+265% +$191M 3.27% 8
2024
Q3 		$62.1M Buy
+226,765
New +$58.1M 0.87% 32
2024
Q2 		– Sell
-950,736
Closed -$286M – 41
2024
Q1 		$286M Buy
+950,736
New +$274M 4.26% 6
2023
Q4 		– Sell
-572,086
Closed -$116M – 43
2023
Q3 		$116M Sell
572,086
-38,528
-6% -$8.32M 2.34% 18
2023
Q2 		$129M Sell
610,614
-133,180
-18% -$27.2M 2.22% 18
2023
Q1 		$149M Buy
+743,794
New +$126M 3.27% 13
2022
Q4 		– Sell
-519,388
Closed -$74.7M – 46
2022
Q3 		$74.7M Buy
519,388
+146,197
+39% +$24.8M 2.1% 19
2022
Q2 		$61.6M Buy
+373,191
New +$65.9M 1.83% 18
2019
Q2 		– Sell
-875,956
Closed -$139M – 45
2019
Q1 		$139M Sell
875,956
-248,271
-22% -$38.5M 2.5% 20
2018
Q4 		$154M Buy
1,124,227
+212,124
+23% +$29.2M 4.9% 5
2018
Q3 		$145M Buy
+912,103
New +$135M 3.23% 14
2016
Q4 		– Sell
-325,600
Closed -$23.2M – 31
2016
Q3 		$23.2M Sell
325,600
-317,924
-49% -$24.8M 1.5% 23
2016
Q2 		$51.1M Sell
643,524
-88,666
-12% -$6.96M 4.25% 8
2016
Q1 		$54.1M Buy
732,190
+195,797
+37% +$13.5M 5.03% 7
2015
Q4 		$42.1M Buy
536,393
+392,183
+272% +$30.6M 3.5% 7
2015
Q3 		$10M Sell
144,210
-505,770
-78% -$35.9M 0.99% 28
2015
Q2 		$45.3M Buy
+649,980
New +$46.3M 4.13% 12

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

Alex Sacerdote's CRM Position: Q1 2025 in Review

Alex Sacerdote sold out of Salesforce (CRM) in Q1 2025, closing a stake of 826,614 shares — an estimated $276M sold.

Alex Sacerdote first reported a position in CRM in Q2 2015 and held it in 17 quarters. The position peaked at $286M in Q1 2024. 2,952 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Alex Sacerdote reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Alex Sacerdote sold 826,614 Salesforce shares in Q1 2025, an estimated $276M.
  • Alex Sacerdote first reported a position in Salesforce in Q2 2015 and held it in 17 quarters.
  • Alex Sacerdote's Salesforce position peaked at $286M in Q1 2024.
  • 2,952 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Whale Rock Capital Management's 13F filing for Q1 2025, filed 15 May 2025.