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Eagle Bay Advisors’s Salesforce CRM Stock Holding History

Eagle Bay Advisors’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
-643
Closed -$215K – 300
2024
Q4 		$215K Sell
643
-133
-17% -$42.4K 0.14% 108
2024
Q3 		$213K Buy
776
+1
+0.1% +$256 0.08% 158
2024
Q2 		$199K Sell
775
-246
-24% -$65.8K 0.12% 120
2024
Q1 		$308K Buy
1,021
+589
+136% +$170K 0.19% 86
2023
Q4 		$114K Sell
432
-23
-5% -$5.21K 0.07% 190
2023
Q3 		$92.3K Buy
455
+10
+2% +$2.16K 0.04% 265
2023
Q2 		$94K Buy
445
+11
+3% +$2.25K 0.05% 232
2023
Q1 		$86.7K Buy
434
+52
+14% +$8.78K 0.05% 278
2022
Q4 		$50.6K Sell
382
-33
-8% -$4.82K 0.03% 371
2022
Q3 		$60K Sell
415
-58
-12% -$9.84K 0.04% 304
2022
Q2 		$78.1K Buy
+473
New +$83.6K 0.05% 255
2022
Q1 		– Sell
-454
Closed -$116K – 439
2021
Q4 		$116K Sell
454
-466
-51% -$131K 0.07% 163
2021
Q3 		$249K Buy
920
+511
+125% +$130K 0.14% 111
2021
Q2 		$103K Buy
+409
New +$94.3K 0.08% 146

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

Eagle Bay Advisors's CRM Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Salesforce (CRM) in Q1 2025, closing a stake of 643 shares — an estimated $215K sold.

Eagle Bay Advisors first reported a position in CRM in Q2 2021 and held it in 14 quarters. The position peaked at $308K in Q1 2024. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 643 Salesforce shares in Q1 2025, an estimated $215K.
  • Eagle Bay Advisors first reported a position in Salesforce in Q2 2021 and held it in 14 quarters.
  • Eagle Bay Advisors's Salesforce position peaked at $308K in Q1 2024.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.