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Echo45 Advisors’s Salesforce CRM Stock Holding History

Echo45 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
-660
Closed -$220K – 53
2024
Q4 		$220K Buy
+660
New +$211K 0.14% 47
2024
Q2 		– Sell
-804
Closed -$242K – 48
2024
Q1 		$242K Buy
804
+10
+1% +$2.88K 0.17% 43
2023
Q4 		$209K Buy
+794
New +$180K 0.16% 47
2022
Q3 		– Sell
-1,369
Closed -$226K – 40
2022
Q2 		$226K Sell
1,369
-593
-30% -$105K 0.21% 41
2022
Q1 		$417K Sell
1,962
-655
-25% -$141K 0.33% 38
2021
Q4 		$665K Buy
+2,617
New +$735K 0.53% 33

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

Echo45 Advisors's CRM Position: Q1 2025 in Review

Echo45 Advisors sold out of Salesforce (CRM) in Q1 2025, closing a stake of 660 shares — an estimated $220K sold.

Echo45 Advisors first reported a position in CRM in Q4 2021 and held it in 6 quarters. The position peaked at $665K in Q4 2021. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Echo45 Advisors reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Echo45 Advisors sold 660 Salesforce shares in Q1 2025, an estimated $220K.
  • Echo45 Advisors first reported a position in Salesforce in Q4 2021 and held it in 6 quarters.
  • Echo45 Advisors's Salesforce position peaked at $665K in Q4 2021.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Echo45 Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.