CPM
CRM icon

Connective Portfolio Management’s Salesforce CRM Stock Holding History

Connective Portfolio 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
-5,170
Closed -$1.73M – 35
2024
Q4 		$1.73M Hold
5,170
– – 2.57% 13
2024
Q3 		$1.4M Hold
5,170
– – 2.48% 17
2024
Q2 		$1.33M Hold
5,170
– – 2.16% 18
2024
Q1 		$1.56M Hold
5,170
– – 2.74% 11
2023
Q4 		$1.36M Hold
5,170
– – 2.77% 12
2023
Q3 		$1.05M Hold
5,170
– – 3.19% 12
2023
Q2 		$1.09M Sell
5,170
-6,195
-55% -$1.26M 2.71% 10
2023
Q1 		$2.25M Buy
+11,365
New +$1.92M 7.14% 3

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

Connective Portfolio Management's CRM Position: Q1 2025 in Review

Connective Portfolio Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 5,170 shares — an estimated $1.73M sold.

Connective Portfolio Management first reported a position in CRM in Q1 2023 and held it in 8 quarters. The position peaked at $2.25M in Q1 2023. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Connective Portfolio Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Connective Portfolio Management sold 5,170 Salesforce shares in Q1 2025, an estimated $1.73M.
  • Connective Portfolio Management first reported a position in Salesforce in Q1 2023 and held it in 8 quarters.
  • Connective Portfolio Management's Salesforce position peaked at $2.25M in Q1 2023.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Connective Portfolio Management's 13F filing for Q1 2025, filed 22 Apr 2025.