Callan Capital’s Salesforce CRM Stock Holding History

Callan Capital’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	$910K	Sell	3,391 -117	-3%	-$36.4K	0.07%	126
2024 Q4	$1.17M	Buy	3,508 +738	+27%	+$236K	0.09%	98
2024 Q3	$758K	Buy	2,770 +768	+38%	+$197K	0.05%	132
2024 Q2	$515K	Sell	2,002 -220	-10%	-$58.9K	0.04%	154
2024 Q1	$669K	Buy	2,222 +640	+40%	+$185K	0.06%	122
2023 Q4	$416K	Buy	1,582 +209	+15%	+$47.3K	0.04%	140
2023 Q3	$278K	Buy	1,373 +315	+30%	+$68.1K	0.03%	163
2023 Q2	$224K	Buy	1,058 +10	+1%	+$2.04K	0.02%	168
2023 Q1	$209K	Buy	+1,048	New	+$177K	0.02%	171
2022 Q2	–	Sell	-1,150	Closed	-$244K	–	117
2022 Q1	$244K	Buy	1,150 +49	+4%	+$10.5K	0.03%	107
2021 Q4	$280K	Buy	+1,101	New	+$309K	0.04%	110

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

Callan Capital's CRM Position: Q1 2025 in Review

Callan Capital reduced its Salesforce (CRM) stake by 3.3% in Q1 2025, selling an estimated $36.4K and leaving 3,391 shares worth $910K. The position accounts for 0.07% of the portfolio, ranked #126.

Callan Capital first reported a position in CRM in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.17M in Q4 2024. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Callan Capital held 3,391 shares of Salesforce worth $910K as of Q1 2025.
Callan Capital sold 117 Salesforce shares in Q1 2025, an estimated $36.4K.
Salesforce made up 0.07% of Callan Capital's portfolio in Q1 2025, its #126 holding.
Callan Capital first reported a position in Salesforce in Q4 2021 and has held it in 11 quarters since.
Callan Capital's Salesforce position peaked at $1.17M in Q4 2024.
2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.