CAAS Capital Management’s Salesforce CRM Stock Holding History

CAAS 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	$1.31M	Buy	4,900 +4,000	+444%	+$1.24M	0.14%	150
2024 Q4	$301K	Sell	900 -3,600	-80%	-$1.15M	0.05%	215
2024 Q3	$1.23M	Buy	+4,500	New	+$1.15M	0.14%	136
2024 Q2	–	Sell	-2,500	Closed	-$753K	–	286
2024 Q1	$753K	Buy	+2,500	New	+$721K	0.06%	264
2023 Q4	–	Sell	-2,300	Closed	-$466K	–	553
2023 Q3	$466K	Sell	2,300 -8,200	-78%	-$1.77M	0.03%	398
2023 Q2	$2.22M	Sell	10,500 -2,500	-19%	-$510K	0.15%	162
2023 Q1	$2.6M	Buy	+13,000	New	+$2.2M	0.14%	164
2022 Q4	–	Sell	-71,600	Closed	-$10.3M	–	814
2022 Q3	$10.3M	Buy	71,600 +51,800	+262%	+$8.78M	0.5%	34
2022 Q2	$3.27M	Buy	+19,800	New	+$3.5M	0.16%	154
2022 Q1	–	Sell	-160,000	Closed	-$40.7M	–	717
2021 Q4	$40.7M	Hold	160,000	–	–	0.99%	15
2021 Q3	$43.4M	Buy	+160,000	New	+$40.6M	0.87%	21
2021 Q2	–	Sell	-20,000	Closed	-$4.24M	–	1076
2021 Q1	$4.24M	Sell	20,000 -424,800	-96%	-$94.6M	0.05%	396
2020 Q4	$99M	Buy	444,800 +194,800	+78%	+$47.4M	0.94%	17
2020 Q3	$62.8M	Buy	+250,000	New	+$54.7M	1.47%	12

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

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

CAAS Capital Management opened a new position in Salesforce (CRM) in Q1 2025: 583 shares worth $156K. The stake represents 0.02% of the portfolio and ranks #384 among its holdings. This is a return to the name: CAAS Capital Management previously reported a position in CRM as recently as Q4 2022.

CAAS Capital Management first reported a position in CRM in Q1 2021 and has held it in 5 quarters since. The position peaked at $3.13M in Q1 2021. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

CAAS Capital Management held 583 shares of Salesforce worth $156K as of Q1 2025.
Salesforce was a new CAAS Capital Management position in Q1 2025.
Salesforce made up 0.02% of CAAS Capital Management's portfolio in Q1 2025, its #384 holding.
CAAS Capital Management first reported a position in Salesforce in Q1 2021 and has held it in 5 quarters since.
CAAS Capital Management's Salesforce position peaked at $3.13M in Q1 2021.
2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on CAAS Capital Management's 13F filing for Q1 2025, filed 1 May 2025.