Element Pointe Advisors’s Salesforce CRM Stock Holding History

Element Pointe 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	-687	Closed	-$230K	–	69
2024 Q4	$230K	Buy	+687	New	+$219K	0.05%	66
2024 Q2	–	Sell	-763	Closed	-$230K	–	76
2024 Q1	$230K	Sell	763 -128	-14%	-$36.9K	0.06%	66
2023 Q4	$234K	Buy	+891	New	+$202K	0.06%	71
2022 Q4	–	Sell	-3,123	Closed	-$449K	–	75
2022 Q3	$449K	Sell	3,123 -336	-10%	-$57K	0.26%	36
2022 Q2	$571K	Sell	3,459 -1,855	-35%	-$328K	0.24%	39
2022 Q1	$1.13M	Sell	5,314 -1,418	-21%	-$305K	0.38%	33
2021 Q4	$1.71M	Buy	6,732 +242	+4%	+$68K	0.53%	36
2021 Q3	$1.76M	Sell	6,490 -5	-0.1%	-$1.27K	0.59%	28
2021 Q2	$1.57M	Buy	6,495 +554	+9%	+$128K	0.48%	48
2021 Q1	$1.26M	Buy	5,941 +1,358	+30%	+$302K	0.42%	48
2020 Q4	$1.02M	Buy	4,583 +260	+6%	+$63.2K	0.38%	49
2020 Q3	$1.09M	Buy	4,323 +55	+1%	+$12K	0.48%	33
2020 Q2	$799K	Buy	+4,268	New	+$719K	0.42%	34

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

Element Pointe Advisors's CRM Position: Q1 2025 in Review

Element Pointe Advisors sold out of Salesforce (CRM) in Q1 2025, closing a stake of 687 shares — an estimated $230K sold.

Element Pointe Advisors first reported a position in CRM in Q2 2020 and held it in 13 quarters. The position peaked at $1.76M in Q3 2021. 2,946 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Element Pointe Advisors reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Element Pointe Advisors sold 687 Salesforce shares in Q1 2025, an estimated $230K.
Element Pointe Advisors first reported a position in Salesforce in Q2 2020 and held it in 13 quarters.
Element Pointe Advisors's Salesforce position peaked at $1.76M in Q3 2021.
2,946 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Element Pointe Advisors's 13F filing for Q1 2025, filed 9 May 2025.