Buffington Mohr McNeal’s Salesforce CRM Stock Holding History

Buffington Mohr McNeal’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	-642	Closed	-$215K	–	117
2024 Q4	$215K	Buy	+642	New	+$205K	0.04%	128
2023 Q3	–	Sell	-1,241	Closed	-$262K	–	124
2023 Q2	$262K	Buy	1,241 +125	+11%	+$25.5K	0.06%	111
2023 Q1	$223K	Buy	+1,116	New	+$189K	0.05%	117
2022 Q4	–	Sell	-1,516	Closed	-$218K	–	122
2022 Q3	$218K	Sell	1,516 -70	-4%	-$11.9K	0.05%	116
2022 Q2	$262K	Sell	1,586 -3,612	-69%	-$638K	0.06%	114
2022 Q1	$1.1M	Buy	5,198 +90	+2%	+$19.4K	0.21%	72
2021 Q4	$1.3M	Buy	5,108 +582	+13%	+$164K	0.22%	66
2021 Q3	$1.23M	Sell	4,526 -40	-0.9%	-$10.2K	0.24%	63
2021 Q2	$1.11M	Sell	4,566 -30	-0.7%	-$6.91K	0.22%	68
2021 Q1	$974K	Buy	4,596 +275	+6%	+$61.2K	0.21%	73
2020 Q4	$962K	Buy	4,321 +2,450	+131%	+$596K	0.22%	69
2020 Q3	$470K	Buy	+1,871	New	+$410K	0.12%	88
2019 Q2	–	Sell	-46	Closed	-$7K	–	154
2019 Q1	$7K	Buy	+46	New	+$7.13K	﹤0.01%	284

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

Buffington Mohr McNeal's CRM Position: Q1 2025 in Review

Buffington Mohr McNeal sold out of Salesforce (CRM) in Q1 2025, closing a stake of 642 shares — an estimated $215K sold.

Buffington Mohr McNeal first reported a position in CRM in Q1 2019 and held it in 13 quarters. The position peaked at $1.3M in Q4 2021. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Buffington Mohr McNeal reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Buffington Mohr McNeal sold 642 Salesforce shares in Q1 2025, an estimated $215K.
Buffington Mohr McNeal first reported a position in Salesforce in Q1 2019 and held it in 13 quarters.
Buffington Mohr McNeal's Salesforce position peaked at $1.3M in Q4 2021.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.