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Ellsworth Advisors’s Salesforce CRM Stock Holding History

Ellsworth 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
-13,233
Closed -$4.42M – 178
2024
Q4 		$4.42M Buy
13,233
+12,437
+1,562% +$3.97M 1.16% 37
2024
Q3 		$218K Sell
796
-32
-4% -$8.2K 0.06% 171
2024
Q2 		$213K Hold
828
– – 0.06% 170
2024
Q1 		$244K Buy
+828
New +$239K 0.07% 160

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

Ellsworth Advisors's CRM Position: Q1 2025 in Review

Ellsworth Advisors sold out of Salesforce (CRM) in Q1 2025, closing a stake of 13,233 shares — an estimated $4.42M sold.

Ellsworth Advisors first reported a position in CRM in Q1 2024 and held it in 4 quarters. The position peaked at $4.42M in Q4 2024. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Ellsworth Advisors reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Ellsworth Advisors sold 13,233 Salesforce shares in Q1 2025, an estimated $4.42M.
  • Ellsworth Advisors first reported a position in Salesforce in Q1 2024 and held it in 4 quarters.
  • Ellsworth Advisors's Salesforce position peaked at $4.42M in Q4 2024.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Ellsworth Advisors's 13F filing for Q1 2025, filed 28 May 2025.