Cercano Management’s Salesforce CRM Stock Holding History

Cercano 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 Q3	–	Sell	-41,000	Closed	-$9.02K	–	157
2025 Q2	$9.02K	Buy	+41,000	New	+$11M	﹤0.01%	153

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cercano Management's CRM Position: Q1 2025 in Review

Cercano Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 844 shares — an estimated $282K sold.

Cercano Management first reported a position in CRM in Q4 2024 and held it in 1 quarter. The position peaked at $282K in Q4 2024. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Cercano Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Cercano Management sold 844 Salesforce shares in Q1 2025, an estimated $282K.
Cercano Management first reported a position in Salesforce in Q4 2024 and held it in 1 quarter.
Cercano Management's Salesforce position peaked at $282K in Q4 2024.
2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Cercano Management's 13F filing for Q1 2025, filed 13 May 2025.