BFM
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Boston Financial Management’s Salesforce CRM Stock Holding History

Boston Financial 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
2024
Q4 		$7.96M Sell
23,821
-45
-0.2% -$14.4K 0.24% 80
2024
Q3 		$6.53M Buy
23,866
+11
+0% +$2.82K 0.19% 88
2024
Q2 		$6.13M Buy
23,855
+703
+3% +$188K 0.2% 92
2024
Q1 		$6.97M Sell
23,152
-1,180
-5% -$340K 0.22% 86
2023
Q4 		$6.4M Buy
24,332
+1,901
+8% +$430K 0.22% 86
2023
Q3 		$4.55M Sell
22,431
-1,024
-4% -$221K 0.17% 97
2023
Q2 		$4.96M Buy
23,455
+2,822
+14% +$576K 0.18% 95
2023
Q1 		$4.12M Sell
20,633
-9
-0% -$1.52K 0.16% 103
2022
Q4 		$2.74M Buy
20,642
+567
+3% +$82.7K 0.11% 118
2022
Q3 		$2.89M Buy
20,075
+17,287
+620% +$2.93M 0.13% 105
2022
Q2 		$460K Buy
2,788
+843
+43% +$149K 0.02% 211
2022
Q1 		$413K Sell
1,945
-285
-13% -$61.3K 0.02% 222
2021
Q4 		$567K Buy
2,230
+76
+4% +$21.4K 0.02% 181
2021
Q3 		$584K Hold
2,154
– – 0.02% 173
2021
Q2 		$526K Hold
2,154
– – 0.02% 176
2021
Q1 		$456K Sell
2,154
-88
-4% -$19.6K 0.02% 176
2020
Q4 		$499K Hold
2,242
– – 0.02% 168
2020
Q3 		$563K Sell
2,242
-150
-6% -$32.8K 0.03% 158
2020
Q2 		$448K Sell
2,392
-378
-14% -$63.7K 0.02% 170
2020
Q1 		$399K Buy
2,770
+1,452
+110% +$249K 0.03% 171
2019
Q4 		$214K Buy
+1,318
New +$207K 0.01% 230

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Boston Financial Management's CRM Position: Q4 2024 in Review

Boston Financial Management reduced its Salesforce (CRM) stake by 0.19% in Q4 2024, selling an estimated $14.4K and leaving 23,821 shares worth $7.96M. The position accounts for 0.24% of the portfolio, ranked #80.

Boston Financial Management first reported a position in CRM in Q4 2019 and has held it in 21 quarters since. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Boston Financial Management held 23,821 shares of Salesforce worth $7.96M as of Q4 2024.
  • Boston Financial Management sold 45 Salesforce shares in Q4 2024, an estimated $14.4K.
  • Salesforce made up 0.24% of Boston Financial Management's portfolio in Q4 2024, its #80 holding.
  • Boston Financial Management first reported a position in Salesforce in Q4 2019 and has held it in 21 quarters since.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.