Cyrus J. Lawrence’s Salesforce CRM Stock Holding History

Cyrus J. Lawrence’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	-35	Closed	-$11K	–	75
2024 Q4	$11K	Buy	+35	New	+$11.2K	﹤0.01%	183
2022 Q3	–	Sell	-3,800	Closed	-$627K	–	211
2022 Q2	$627K	Hold	3,800	–	–	0.18%	56
2022 Q1	$807K	Buy	+3,800	New	+$818K	0.18%	59

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cyrus J. Lawrence's CRM Position: Q1 2025 in Review

Cyrus J. Lawrence sold out of Salesforce (CRM) in Q1 2025, closing a stake of 35 shares — an estimated $11K sold.

Cyrus J. Lawrence first reported a position in CRM in Q1 2022 and held it in 3 quarters. The position peaked at $807K in Q1 2022. 2,954 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Cyrus J. Lawrence reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Cyrus J. Lawrence sold 35 Salesforce shares in Q1 2025, an estimated $11K.
Cyrus J. Lawrence first reported a position in Salesforce in Q1 2022 and held it in 3 quarters.
Cyrus J. Lawrence's Salesforce position peaked at $807K in Q1 2022.
2,954 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.