CPRC
CRM icon

Consolidated Portfolio Review Corp’s Salesforce CRM Stock Holding History

Consolidated Portfolio Review Corp’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
-668
Closed -$223K – 382
2024
Q4 		$223K Buy
+668
New +$213K 0.04% 338
2024
Q2 		– Sell
-6,686
Closed -$2.01M – 299
2024
Q1 		$2.01M Sell
6,686
-2,272
-25% -$656K 0.53% 57
2023
Q4 		$2.36M Buy
8,958
+6,260
+232% +$1.42M 0.54% 50
2023
Q3 		$547K Buy
2,698
+88
+3% +$19K 0.13% 166
2023
Q2 		$551K Buy
2,610
+68
+3% +$13.9K 0.13% 159
2023
Q1 		$508K Buy
+2,542
New +$429K 0.14% 155

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

Consolidated Portfolio Review Corp's CRM Position: Q1 2025 in Review

Consolidated Portfolio Review Corp sold out of Salesforce (CRM) in Q1 2025, closing a stake of 668 shares — an estimated $223K sold.

Consolidated Portfolio Review Corp first reported a position in CRM in Q1 2023 and held it in 6 quarters. The position peaked at $2.36M in Q4 2023. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Consolidated Portfolio Review Corp reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 668 Salesforce shares in Q1 2025, an estimated $223K.
  • Consolidated Portfolio Review Corp first reported a position in Salesforce in Q1 2023 and held it in 6 quarters.
  • Consolidated Portfolio Review Corp's Salesforce position peaked at $2.36M in Q4 2023.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q1 2025, filed 23 Apr 2025.