Churchill Management’s Salesforce CRM Stock Holding History

Churchill 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	–	Sell	-32,696	Closed	-$10.9M	–	145
2024 Q4	$10.9M	Buy	+32,696	New	+$10.4M	0.12%	67
2023 Q4	–	Sell	-12,323	Closed	-$2.5M	–	138
2023 Q3	$2.5M	Buy	+12,323	New	+$2.66M	0.04%	113
2019 Q4	–	Sell	-30,889	Closed	-$4.58M	–	120
2019 Q3	$4.58M	Buy	+30,889	New	+$4.69M	0.12%	87
2014 Q1	–	Sell	-52,578	Closed	-$2.9M	–	183
2013 Q4	$2.9M	Buy	52,578 +12,600	+32%	+$674K	0.11%	71
2013 Q3	$2.08M	Buy	+39,978	New	+$1.81M	0.11%	63

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

Churchill Management's CRM Position: Q1 2025 in Review

Churchill Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 32,696 shares — an estimated $10.9M sold.

Churchill Management first reported a position in CRM in Q3 2013 and held it in 5 quarters. The position peaked at $10.9M in Q4 2024. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Churchill Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Churchill Management sold 32,696 Salesforce shares in Q1 2025, an estimated $10.9M.
Churchill Management first reported a position in Salesforce in Q3 2013 and held it in 5 quarters.
Churchill Management's Salesforce position peaked at $10.9M in Q4 2024.
2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Churchill Management's 13F filing for Q1 2025, filed 25 Apr 2025.