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Donoghue Forlines’s Salesforce CRM Stock Holding History

Donoghue Forlines’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
-6,021
Closed -$2.01M – 111
2024
Q4 		$2.01M Buy
6,021
+1,567
+35% +$500K 0.67% 39
2024
Q3 		$1.22M Buy
+4,454
New +$1.14M 0.35% 101
2023
Q3 		– Sell
-3,268
Closed -$690K – 230
2023
Q2 		$690K Buy
3,268
+668
+26% +$136K 0.22% 99
2023
Q1 		$519K Sell
2,600
-277
-10% -$46.8K 0.19% 132
2022
Q4 		$381K Sell
2,877
-100
-3% -$14.6K 0.13% 179
2022
Q3 		$428K Buy
+2,977
New +$505K 0.15% 121
2022
Q2 		– Sell
-5,011
Closed -$1.06M – 269
2022
Q1 		$1.06M Buy
+5,011
New +$1.08M 0.23% 121
2021
Q4 		– Sell
-4,643
Closed -$1.26M – 266
2021
Q3 		$1.26M Buy
+4,643
New +$1.18M 0.24% 88
2021
Q1 		– Sell
-1,644
Closed -$366K – 231
2020
Q4 		$366K Buy
+1,644
New +$400K 0.07% 215

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

Donoghue Forlines's CRM Position: Q1 2025 in Review

Donoghue Forlines sold out of Salesforce (CRM) in Q1 2025, closing a stake of 6,021 shares — an estimated $2.01M sold.

Donoghue Forlines first reported a position in CRM in Q4 2020 and held it in 9 quarters. The position peaked at $2.01M in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Donoghue Forlines reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Donoghue Forlines sold 6,021 Salesforce shares in Q1 2025, an estimated $2.01M.
  • Donoghue Forlines first reported a position in Salesforce in Q4 2020 and held it in 9 quarters.
  • Donoghue Forlines's Salesforce position peaked at $2.01M in Q4 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Donoghue Forlines's 13F filing for Q1 2025, filed 12 May 2025.