Fulcrum Capital’s Salesforce CRM Stock Holding History

Fulcrum Capital’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	-1,283	Closed	-$429K	–	109
2024 Q4	$429K	Sell	1,283 -155	-11%	-$49.5K	0.09%	72
2024 Q3	$394K	Sell	1,438 -445	-24%	-$114K	0.09%	78
2024 Q2	$484K	Hold	1,883	–	–	0.11%	66
2024 Q1	$567K	Sell	1,883 -178	-9%	-$51.4K	0.13%	60
2023 Q4	$542K	Hold	2,061	–	–	0.14%	60
2023 Q3	$418K	Sell	2,061 -622	-23%	-$134K	0.12%	67
2023 Q2	$567K	Sell	2,683 -1,086	-29%	-$222K	0.15%	61
2023 Q1	$753K	Buy	3,769 +1,680	+80%	+$284K	0.2%	57
2022 Q4	$277K	Hold	2,089	–	–	0.08%	91
2022 Q3	$300K	Sell	2,089 -484	-19%	-$82.1K	0.09%	72
2022 Q2	$425K	Hold	2,573	–	–	0.13%	57
2022 Q1	$546K	Sell	2,573 -313	-11%	-$67.4K	0.15%	49
2021 Q4	$733K	Buy	2,886 +66	+2%	+$18.5K	0.16%	55
2021 Q3	$765K	Sell	2,820 -682	-19%	-$173K	0.18%	53
2021 Q2	$855K	Sell	3,502 -690	-16%	-$159K	0.21%	45
2021 Q1	$888K	Buy	+4,192	New	+$933K	0.25%	42

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

Fulcrum Capital's CRM Position: Q1 2025 in Review

Fulcrum Capital sold out of Salesforce (CRM) in Q1 2025, closing a stake of 1,283 shares — an estimated $429K sold.

Fulcrum Capital first reported a position in CRM in Q1 2021 and held it in 16 quarters. The position peaked at $888K in Q1 2021. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Fulcrum Capital reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Fulcrum Capital sold 1,283 Salesforce shares in Q1 2025, an estimated $429K.
Fulcrum Capital first reported a position in Salesforce in Q1 2021 and held it in 16 quarters.
Fulcrum Capital's Salesforce position peaked at $888K in Q1 2021.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Fulcrum Capital's 13F filing for Q1 2025, filed 8 Apr 2025.