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Impact Asset Management’s Salesforce CRM Stock Holding History

Impact Asset 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
2025
Q1 		$2.85M Sell
10,610
-170
-2% -$52.9K 1.12% 37
2024
Q4 		$3.6M Buy
+10,780
New +$3.44M 1.42% 35

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

Impact Asset Management's CRM Position: Q1 2025 in Review

Impact Asset Management reduced its Salesforce (CRM) stake by 1.6% in Q1 2025, selling an estimated $52.9K and leaving 10,610 shares worth $2.85M. The position accounts for 1.12% of the portfolio, ranked #37.

Impact Asset Management first reported a position in CRM in Q4 2024 and has held it in 2 quarters since. The position peaked at $3.6M in Q4 2024. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Impact Asset Management held 10,610 shares of Salesforce worth $2.85M as of Q1 2025.
  • Impact Asset Management sold 170 Salesforce shares in Q1 2025, an estimated $52.9K.
  • Salesforce made up 1.12% of Impact Asset Management's portfolio in Q1 2025, its #37 holding.
  • Impact Asset Management first reported a position in Salesforce in Q4 2024 and has held it in 2 quarters since.
  • Impact Asset Management's Salesforce position peaked at $3.6M in Q4 2024.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Impact Asset Management's 13F filing for Q1 2025, filed 14 Aug 2025.