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Blue Barn Wealth’s Salesforce CRM Stock Holding History

Blue Barn Wealth’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
-696
Closed -$233K – 153
2024
Q4 		$233K Buy
+696
New +$222K 0.12% 126
2024
Q3 		– Sell
-2,302
Closed -$592K – 158
2024
Q2 		$592K Buy
2,302
+95
+4% +$25.4K 0.33% 53
2024
Q1 		$665K Buy
2,207
+39
+2% +$11.3K 0.37% 46
2023
Q4 		$570K Buy
2,168
+156
+8% +$35.3K 0.34% 52
2023
Q3 		$408K Buy
2,012
+8
+0.4% +$1.73K 0.27% 64
2023
Q2 		$423K Sell
2,004
-522
-21% -$107K 0.28% 65
2023
Q1 		$505K Buy
+2,526
New +$427K 0.31% 55
2022
Q4 		– Sell
-1,813
Closed -$261K – 124
2022
Q3 		$261K Buy
1,813
+267
+17% +$45.3K 0.19% 80
2022
Q2 		$255K Buy
1,546
+44
+3% +$7.77K 0.2% 82
2022
Q1 		$319K Buy
1,502
+57
+4% +$12.3K 0.22% 75
2021
Q4 		$367K Sell
1,445
-29
-2% -$8.15K 0.25% 67
2021
Q3 		$400K Buy
+1,474
New +$374K 0.35% 53

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

Blue Barn Wealth's CRM Position: Q1 2025 in Review

Blue Barn Wealth sold out of Salesforce (CRM) in Q1 2025, closing a stake of 696 shares — an estimated $233K sold.

Blue Barn Wealth first reported a position in CRM in Q3 2021 and held it in 12 quarters. The position peaked at $665K in Q1 2024. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Blue Barn Wealth reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 696 Salesforce shares in Q1 2025, an estimated $233K.
  • Blue Barn Wealth first reported a position in Salesforce in Q3 2021 and held it in 12 quarters.
  • Blue Barn Wealth's Salesforce position peaked at $665K in Q1 2024.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Blue Barn Wealth's 13F filing for Q1 2025, filed 9 May 2025.