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Crestline Management’s Salesforce CRM Stock Holding History

Crestline 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
-56,389
Closed -$18.9M – 147
2024
Q4 		$18.9M Sell
56,389
-37,880
-40% -$12.1M 0.63% 25
2024
Q3 		$25.8M Buy
94,269
+87,140
+1,222% +$22.3M 1.34% 5
2024
Q2 		$1.83M Sell
7,129
-16,096
-69% -$4.31M 0.14% 135
2024
Q1 		$6.99M Sell
23,225
-12,798
-36% -$3.69M 0.62% 51
2023
Q4 		$9.48M Buy
36,023
+19,390
+117% +$4.39M 0.81% 31
2023
Q3 		$3.37M Buy
16,633
+6,392
+62% +$1.38M 0.39% 75
2023
Q2 		$2.16M Buy
+10,241
New +$2.09M 0.23% 113
2021
Q2 		– Sell
-1,900
Closed -$403K – 193
2021
Q1 		$403K Buy
+1,900
New +$423K 0.05% 73
2020
Q4 		– Sell
-1,500
Closed -$365K – 148
2020
Q3 		$377K Sell
1,500
-2,295
-60% -$502K 0.06% 84
2020
Q2 		$711K Buy
+3,795
New +$639K 0.13% 72
2020
Q1 		– Sell
-176,000
Closed -$28.6M – 46
2019
Q4 		$28.6M Buy
+176,000
New +$27.6M 3.71% 5
2019
Q1 		– Sell
-16,139
Closed -$2.21M – 20
2018
Q4 		$2.21M Sell
16,139
-861
-5% -$118K 0.33% 53
2018
Q3 		$2.7M Buy
+17,000
New +$2.52M 0.25% 70
2018
Q1 		– Sell
-24,800
Closed -$2.54M – 221
2017
Q4 		$2.54M Buy
24,800
+816
+3% +$83.2K 0.26% 34
2017
Q3 		$2.24M Buy
+23,984
New +$2.21M 0.31% 59
2016
Q4 		– Sell
-8,955
Closed -$639K – 109
2016
Q3 		$639K Buy
+8,955
New +$698K 0.08% 130

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

Crestline Management's CRM Position: Q1 2025 in Review

Crestline Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 56,389 shares — an estimated $18.9M sold.

Crestline Management first reported a position in CRM in Q3 2016 and held it in 16 quarters. The position peaked at $28.6M in Q4 2019. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Crestline Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 56,389 Salesforce shares in Q1 2025, an estimated $18.9M.
  • Crestline Management first reported a position in Salesforce in Q3 2016 and held it in 16 quarters.
  • Crestline Management's Salesforce position peaked at $28.6M in Q4 2019.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.