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Capital Market Strategies’s Salesforce CRM Stock Holding History

Capital Market Strategies’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
-687
Closed -$230K – 147
2024
Q4 		$230K Buy
+687
New +$219K 0.13% 132
2024
Q3 		– Sell
-829
Closed -$213K – 153
2024
Q2 		$213K Buy
+829
New +$222K 0.13% 138

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital Market Strategies's CRM Position: Q1 2025 in Review

Capital Market Strategies sold out of Salesforce (CRM) in Q1 2025, closing a stake of 687 shares — an estimated $230K sold.

Capital Market Strategies first reported a position in CRM in Q2 2024 and held it in 2 quarters. The position peaked at $230K in Q4 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Capital Market Strategies reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Capital Market Strategies sold 687 Salesforce shares in Q1 2025, an estimated $230K.
  • Capital Market Strategies first reported a position in Salesforce in Q2 2024 and held it in 2 quarters.
  • Capital Market Strategies's Salesforce position peaked at $230K in Q4 2024.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Capital Market Strategies's 13F filing for Q1 2025, filed 4 Apr 2025.