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Heck Capital Advisors’s Salesforce CRM Stock Holding History

Heck Capital 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
-400
Closed -$134K – 360
2024
Q4 		$134K Buy
+400
New +$128K 0.01% 279
2022
Q2 		– Sell
-1,264
Closed -$268K – 141
2022
Q1 		$268K Buy
+1,264
New +$272K 0.05% 107
2020
Q4 		– Sell
-1,056
Closed -$265K – 105
2020
Q3 		$265K Buy
+1,056
New +$231K 0.07% 81

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heck Capital Advisors's CRM Position: Q1 2025 in Review

Heck Capital Advisors sold out of Salesforce (CRM) in Q1 2025, closing a stake of 400 shares — an estimated $134K sold.

Heck Capital Advisors first reported a position in CRM in Q3 2020 and held it in 3 quarters. The position peaked at $268K in Q1 2022. 2,954 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Heck Capital Advisors reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 400 Salesforce shares in Q1 2025, an estimated $134K.
  • Heck Capital Advisors first reported a position in Salesforce in Q3 2020 and held it in 3 quarters.
  • Heck Capital Advisors's Salesforce position peaked at $268K in Q1 2022.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.