B.O.S.S. Retirement Advisors’s Salesforce CRM Stock Holding History

B.O.S.S. Retirement 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	-654	Closed	-$219K	–	175
2024 Q4	$219K	Sell	654 -12,544	-95%	-$4M	0.06%	165
2024 Q3	$3.61M	Sell	13,198 -2,535	-16%	-$649K	0.73%	41
2024 Q2	$4.05M	Buy	15,733 +5,790	+58%	+$1.55M	1.03%	27
2024 Q1	$2.62M	Sell	9,943 -705	-7%	-$203K	1%	31
2023 Q4	$2.8M	Buy	10,648 +1,421	+15%	+$322K	0.54%	47
2023 Q3	$1.87M	Buy	9,227 +863	+10%	+$186K	0.4%	80
2023 Q2	$1.77M	Sell	8,364 -1,009	-11%	-$206K	0.38%	98
2023 Q1	$1.87M	Buy	9,373 +560	+6%	+$94.6K	0.44%	88
2022 Q4	$1.17M	Buy	+8,813	New	+$1.29M	0.3%	128

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

B.O.S.S. Retirement Advisors's CRM Position: Q1 2025 in Review

B.O.S.S. Retirement Advisors sold out of Salesforce (CRM) in Q1 2025, closing a stake of 654 shares — an estimated $219K sold.

B.O.S.S. Retirement Advisors first reported a position in CRM in Q4 2022 and held it in 9 quarters. The position peaked at $4.05M in Q2 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

B.O.S.S. Retirement Advisors reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 654 Salesforce shares in Q1 2025, an estimated $219K.
B.O.S.S. Retirement Advisors first reported a position in Salesforce in Q4 2022 and held it in 9 quarters.
B.O.S.S. Retirement Advisors's Salesforce position peaked at $4.05M in Q2 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.