Castleview Partners’s Salesforce CRM Stock Holding History

Castleview Partners’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	-96	Closed	-$31.7K	–	252
2024 Q4	$31.7K	Buy	96 +43	+81%	+$13.7K	0.02%	410
2024 Q3	$14.5K	Sell	53 -2,585	-98%	-$662K	0.01%	496
2024 Q2	$678K	Buy	2,638 +208	+9%	+$55.7K	0.39%	57
2024 Q1	$732K	Buy	2,430 +21	+0.9%	+$6.06K	0.41%	56
2023 Q4	$634K	Buy	2,409 +31	+1%	+$7.02K	0.44%	47
2023 Q3	$482K	Buy	2,378 +35	+1%	+$7.56K	0.45%	47
2023 Q2	$495K	Sell	2,343 -739	-24%	-$151K	0.45%	45
2023 Q1	$615K	Sell	3,082 -134	-4%	-$22.6K	0.55%	40
2022 Q4	$426K	Buy	3,216 +277	+9%	+$40.4K	0.42%	56
2022 Q3	$423K	Buy	2,939 +2,731	+1,313%	+$463K	0.4%	55
2022 Q2	$2.32K	Sell	208 -3,244	-94%	-$573K	﹤0.01%	622
2022 Q1	$732K	Sell	3,452 -2,162,752	-100%	-$465M	0.46%	38
2021 Q4	$8.52K	Buy	+2,166,204	New	+$609M	0.07%	105
2021 Q2	$1.81M	Buy	+7,405	New	+$1.71M	0.79%	25

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

Castleview Partners's CRM Position: Q1 2025 in Review

Castleview Partners sold out of Salesforce (CRM) in Q1 2025, closing a stake of 96 shares — an estimated $31.7K sold.

Castleview Partners first reported a position in CRM in Q2 2021 and held it in 14 quarters. The position peaked at $1.81M in Q2 2021. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Castleview Partners reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 96 Salesforce shares in Q1 2025, an estimated $31.7K.
Castleview Partners first reported a position in Salesforce in Q2 2021 and held it in 14 quarters.
Castleview Partners's Salesforce position peaked at $1.81M in Q2 2021.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.