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EFG Asset Management’s Salesforce CRM Stock Holding History

EFG Asset Management’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
2024
Q4 		– Sell
-8,646
Closed -$2.37M – 181
2024
Q3 		$2.37M Sell
8,646
-2,010
-19% -$515K 0.4% 108
2024
Q2 		$2.74M Sell
10,656
-419
-4% -$112K 0.47% 69
2024
Q1 		$3.33M Sell
11,075
-15
-0.1% -$4.33K 0.58% 50
2023
Q4 		$2.92M Buy
11,090
+5,292
+91% +$1.2M 0.55% 68
2023
Q3 		$1.18M Buy
5,798
+662
+13% +$143K 0.28% 129
2023
Q2 		$1.08M Sell
5,136
-1,118
-18% -$228K 0.23% 144
2023
Q1 		$1.25M Buy
6,254
+2,844
+83% +$480K 0.28% 130
2022
Q4 		$452K Sell
3,410
-1,348
-28% -$197K 0.1% 172
2022
Q3 		$685K Sell
4,758
-1,515
-24% -$257K 0.16% 165
2022
Q2 		$1.04M Sell
6,273
-2,333
-27% -$412K 0.22% 136
2022
Q1 		$1.83M Sell
8,606
-786
-8% -$169K 0.27% 118
2021
Q4 		$2.39M Buy
+9,392
New +$2.64M 0.31% 98

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

EFG Asset Management's CRM Position: Q4 2024 in Review

EFG Asset Management sold out of Salesforce (CRM) in Q4 2024, closing a stake of 8,646 shares — an estimated $2.37M sold.

EFG Asset Management first reported a position in CRM in Q4 2021 and held it in 12 quarters. The position peaked at $3.33M in Q1 2024. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • EFG Asset Management reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • EFG Asset Management sold 8,646 Salesforce shares in Q4 2024, an estimated $2.37M.
  • EFG Asset Management first reported a position in Salesforce in Q4 2021 and held it in 12 quarters.
  • EFG Asset Management's Salesforce position peaked at $3.33M in Q1 2024.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on EFG Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.