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Athena Investment Management’s Salesforce CRM Stock Holding History

Athena Investment 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
-705
Closed -$236K – 148
2024
Q4 		$236K Buy
+705
New +$225K 0.14% 135
2024
Q2 		– Sell
-705
Closed -$212K – 149
2024
Q1 		$212K Buy
+705
New +$203K 0.13% 144

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

Athena Investment Management's CRM Position: Q1 2025 in Review

Athena Investment Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 705 shares — an estimated $236K sold.

Athena Investment Management first reported a position in CRM in Q1 2024 and held it in 2 quarters. The position peaked at $236K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Athena Investment Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Athena Investment Management sold 705 Salesforce shares in Q1 2025, an estimated $236K.
  • Athena Investment Management first reported a position in Salesforce in Q1 2024 and held it in 2 quarters.
  • Athena Investment Management's Salesforce position peaked at $236K in Q4 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Athena Investment Management's 13F filing for Q1 2025, filed 12 May 2025.