Evolutionary Tree Capital Management’s Salesforce CRM Stock Holding History

Evolutionary Tree Capital 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	-1,180	Closed	-$323K	–	34
2024 Q3	$323K	Hold	1,180	–	–	0.32%	30
2024 Q2	$303K	Hold	1,180	–	–	0.31%	34
2024 Q1	$355K	Hold	1,180	–	–	0.36%	35
2023 Q4	$311K	Hold	1,180	–	–	0.34%	32
2023 Q3	$239K	Hold	1,180	–	–	0.31%	31
2023 Q2	$249K	Hold	1,180	–	–	0.3%	35
2023 Q1	$236K	Buy	+1,180	New	+$199K	0.33%	30
2022 Q2	–	Sell	-1,180	Closed	-$251K	–	36
2022 Q1	$251K	Hold	1,180	–	–	0.17%	37
2021 Q4	$300K	Hold	1,180	–	–	0.14%	40
2021 Q3	$320K	Hold	1,180	–	–	0.14%	43
2021 Q2	$288K	Hold	1,180	–	–	0.13%	40
2021 Q1	$250K	Hold	1,180	–	–	0.15%	39
2020 Q4	$263K	Buy	+1,180	New	+$287K	0.2%	40

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Evolutionary Tree Capital Management's CRM Position: Q4 2024 in Review

Evolutionary Tree Capital Management sold out of Salesforce (CRM) in Q4 2024, closing a stake of 1,180 shares — an estimated $323K sold.

Evolutionary Tree Capital Management first reported a position in CRM in Q4 2020 and held it in 13 quarters. The position peaked at $355K in Q1 2024. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

Evolutionary Tree Capital Management reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
Evolutionary Tree Capital Management sold 1,180 Salesforce shares in Q4 2024, an estimated $323K.
Evolutionary Tree Capital Management first reported a position in Salesforce in Q4 2020 and held it in 13 quarters.
Evolutionary Tree Capital Management's Salesforce position peaked at $355K in Q1 2024.
3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Evolutionary Tree Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.