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BluePointe Capital Management’s Salesforce CRM Stock Holding History

BluePointe Capital 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 		$411K Buy
1,531
+465
+44% +$145K 0.16% 84
2024
Q4 		$357K Buy
1,066
+171
+19% +$54.6K 0.2% 73
2024
Q3 		$245K Buy
895
+21
+2% +$5.38K 0.16% 83
2024
Q2 		$225K Sell
874
-1,118
-56% -$299K 0.15% 83
2024
Q1 		$601K Sell
1,992
-86
-4% -$24.8K 0.41% 55
2023
Q4 		$547K Buy
+2,078
New +$470K 0.42% 54

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

BluePointe Capital Management's CRM Position: Q1 2025 in Review

BluePointe Capital Management increased its Salesforce (CRM) stake by 44% in Q1 2025, buying an estimated $145K and bringing the position to 1,531 shares worth $411K. The position accounts for 0.16% of the portfolio, ranked #84.

BluePointe Capital Management first reported a position in CRM in Q4 2023 and has held it in 6 quarters since. The position peaked at $601K in Q1 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • BluePointe Capital Management held 1,531 shares of Salesforce worth $411K as of Q1 2025.
  • BluePointe Capital Management bought 465 Salesforce shares in Q1 2025, an estimated $145K.
  • Salesforce made up 0.16% of BluePointe Capital Management's portfolio in Q1 2025, its #84 holding.
  • BluePointe Capital Management first reported a position in Salesforce in Q4 2023 and has held it in 6 quarters since.
  • BluePointe Capital Management's Salesforce position peaked at $601K in Q1 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on BluePointe Capital Management's 13F filing for Q1 2025, filed 2 May 2025.