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Concourse Financial Group Securities’s Salesforce CRM Stock Holding History

Concourse Financial Group Securities’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
-6,933
Closed -$2.31M – 424
2024
Q4 		$2.31M Buy
6,933
+301
+5% +$96.1K 0.13% 164
2024
Q3 		$1.82M Sell
6,632
-33
-0.5% -$8.45K 0.11% 190
2024
Q2 		$1.71M Buy
6,665
+819
+14% +$219K 0.11% 190
2024
Q1 		$1.76M Buy
5,846
+263
+5% +$75.9K 0.11% 190
2023
Q4 		$1.47M Buy
5,583
+2,290
+70% +$518K 0.1% 203
2023
Q3 		$668K Sell
3,293
-427
-11% -$92.3K 0.05% 357
2023
Q2 		$786K Sell
3,720
-41
-1% -$8.37K 0.06% 337
2023
Q1 		$751K Sell
3,761
-1,387
-27% -$234K 0.06% 335
2022
Q4 		$683K Sell
5,148
-123
-2% -$17.9K 0.06% 342
2022
Q3 		$758K Buy
5,271
+532
+11% +$90.2K 0.07% 271
2022
Q2 		$782K Buy
4,739
+400
+9% +$70.7K 0.07% 295
2022
Q1 		$921K Sell
4,339
-2,131
-33% -$459K 0.07% 284
2021
Q4 		$1.64M Buy
6,470
+493
+8% +$139K 0.09% 218
2021
Q3 		$1.62M Buy
5,977
+1,941
+48% +$493K 0.1% 204
2021
Q2 		$986K Buy
4,036
+1,372
+52% +$316K 0.06% 304
2021
Q1 		$564K Buy
2,664
+17
+0.6% +$3.79K 0.04% 402
2020
Q4 		$589K Buy
2,647
+725
+38% +$176K 0.04% 359
2020
Q3 		$483K Buy
1,922
+207
+12% +$45.3K 0.04% 346
2020
Q2 		$321K Buy
1,715
+718
+72% +$121K 0.03% 402
2020
Q1 		$144K Buy
997
+338
+51% +$58K 0.02% 553
2019
Q4 		$107K Buy
659
+441
+202% +$69.1K 0.01% 690
2019
Q3 		$32K Sell
218
-476
-69% -$72.3K 0.01% 774
2019
Q2 		$106K Sell
694
-108
-13% -$16.9K 0.01% 647
2019
Q1 		$126K Buy
802
+264
+49% +$40.9K 0.01% 615
2018
Q4 		$73K Buy
538
+292
+119% +$40.2K 0.01% 710
2018
Q3 		$39K Buy
+246
New +$36.5K 0.01% 642

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Concourse Financial Group Securities's CRM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Salesforce (CRM) in Q1 2025, closing a stake of 6,933 shares — an estimated $2.31M sold.

Concourse Financial Group Securities first reported a position in CRM in Q3 2018 and held it in 26 quarters. The position peaked at $2.31M in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 6,933 Salesforce shares in Q1 2025, an estimated $2.31M.
  • Concourse Financial Group Securities first reported a position in Salesforce in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Salesforce position peaked at $2.31M in Q4 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.