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Friedenthal Financial’s Salesforce CRM Stock Holding History

Friedenthal Financial’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
-165
Closed -$55.2K – 236
2024
Q4 		$55.2K Buy
+165
New +$52.7K 0.03% 149
2024
Q2 		– Sell
-155
Closed -$46.7K – 246
2024
Q1 		$46.7K Buy
+155
New +$44.7K 0.03% 167
2023
Q3 		– Sell
-3,281
Closed -$693K – 113
2023
Q2 		$693K Buy
+3,281
New +$670K 0.46% 78

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

Friedenthal Financial's CRM Position: Q1 2025 in Review

Friedenthal Financial sold out of Salesforce (CRM) in Q1 2025, closing a stake of 165 shares — an estimated $55.2K sold.

Friedenthal Financial first reported a position in CRM in Q2 2023 and held it in 3 quarters. The position peaked at $693K in Q2 2023. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Friedenthal Financial reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Friedenthal Financial sold 165 Salesforce shares in Q1 2025, an estimated $55.2K.
  • Friedenthal Financial first reported a position in Salesforce in Q2 2023 and held it in 3 quarters.
  • Friedenthal Financial's Salesforce position peaked at $693K in Q2 2023.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Friedenthal Financial's 13F filing for Q1 2025, filed 21 Apr 2025.