Blueprint Investment Partners’s Salesforce CRM Stock Holding History

Blueprint Investment Partners’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	-3,926	Closed	-$1.31M	–	121
2024 Q4	$1.31M	Buy	3,926 +1,026	+35%	+$327K	0.21%	72
2024 Q3	$794K	Buy	2,900 +1,899	+190%	+$486K	0.14%	77
2024 Q2	$257K	Sell	1,001 -2,886	-74%	-$772K	0.06%	112
2024 Q1	$1.17M	Buy	3,887 +811	+26%	+$234K	0.23%	54
2023 Q4	$809K	Buy	3,076 +693	+29%	+$157K	0.22%	56
2023 Q3	$483K	Sell	2,383 -774	-25%	-$167K	0.16%	67
2023 Q2	$667K	Sell	3,157 -1,146	-27%	-$234K	0.24%	63
2023 Q1	$860K	Buy	+4,303	New	+$727K	0.2%	72
2022 Q1	–	Sell	-2,513	Closed	-$639K	–	216
2021 Q4	$639K	Sell	2,513 -315	-11%	-$88.5K	0.16%	102
2021 Q3	$767K	Buy	2,828 +1,736	+159%	+$441K	0.38%	46
2021 Q2	$267K	Buy	+1,092	New	+$252K	0.21%	60
2021 Q1	–	Sell	-1	Closed	-$209	–	69
2020 Q4	$209	Sell	1 -939	-100%	-$228K	0.17%	54
2020 Q3	$209K	Buy	+940	New	+$206K	0.17%	58

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

Blueprint Investment Partners's CRM Position: Q1 2025 in Review

Blueprint Investment Partners sold out of Salesforce (CRM) in Q1 2025, closing a stake of 3,926 shares — an estimated $1.31M sold.

Blueprint Investment Partners first reported a position in CRM in Q3 2020 and held it in 13 quarters. The position peaked at $1.31M in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Blueprint Investment Partners reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Blueprint Investment Partners sold 3,926 Salesforce shares in Q1 2025, an estimated $1.31M.
Blueprint Investment Partners first reported a position in Salesforce in Q3 2020 and held it in 13 quarters.
Blueprint Investment Partners's Salesforce position peaked at $1.31M in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

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