Denver PWM’s Salesforce CRM Stock Holding History

Denver PWM’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	-644	Closed	-$215K	–	107
2024 Q4	$215K	Sell	644 -25	-4%	-$7.98K	0.08%	56
2024 Q3	$183K	Buy	669 +27	+4%	+$6.92K	0.07%	61
2024 Q2	$165K	Sell	642 -4,033	-86%	-$1.08M	0.07%	66
2024 Q1	$1.38M	Sell	4,675 -41	-0.9%	-$11.8K	0.53%	30
2023 Q4	$1.19M	Buy	4,716 +162	+4%	+$36.7K	0.55%	31
2023 Q3	$925K	Hold	4,554	–	–	0.39%	45
2023 Q2	$975K	Buy	4,554 +4	+0.1%	+$817	0.4%	46
2023 Q1	$898K	Sell	4,550 -10	-0.2%	-$1.69K	0.4%	48
2022 Q4	$605K	Buy	4,560 +200	+5%	+$29.2K	0.29%	57
2022 Q3	$645K	Hold	4,360	–	–	0.36%	54
2022 Q2	$734K	Hold	4,360	–	–	0.35%	52
2022 Q1	$925K	Sell	4,360 -6	-0.1%	-$1.29K	0.37%	53
2021 Q4	$1.11M	Sell	4,366 -547	-11%	-$154K	0.43%	49
2021 Q3	$1.33M	Hold	4,913	–	–	0.55%	42
2021 Q2	$1.21M	Hold	4,913	–	–	0.5%	43
2021 Q1	$1.24M	Hold	4,913	–	–	0.72%	31
2020 Q4	$1.08M	Hold	4,913	–	–	0.54%	39
2020 Q3	$1.24M	Sell	4,913 -1,800	-27%	-$394K	0.72%	31
2020 Q2	$1.26M	Hold	6,713	–	–	0.77%	31
2020 Q1	$913K	Buy	6,713 +6	+0.1%	+$1.03K	0.67%	33
2019 Q4	$1.12M	Hold	6,707	–	–	0.65%	31
2019 Q3	$998K	Hold	6,707	–	–	0.6%	30
2019 Q2	$980K	Buy	+6,707	New	+$1.05M	0.62%	31

Other funds holding CRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Denver PWM's CRM Position: Q1 2025 in Review

Denver PWM sold out of Salesforce (CRM) in Q1 2025, closing a stake of 644 shares — an estimated $215K sold.

Denver PWM first reported a position in CRM in Q2 2019 and held it in 23 quarters. The position peaked at $1.38M in Q1 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Denver PWM reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 644 Salesforce shares in Q1 2025, an estimated $215K.
Denver PWM first reported a position in Salesforce in Q2 2019 and held it in 23 quarters.
Denver PWM's Salesforce position peaked at $1.38M in Q1 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.