Kinetic Partners Management’s Salesforce CRM Stock Holding History

Kinetic Partners 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	–	Sell	-141,260	Closed	-$47.2M	–	34
2024 Q4	$47.2M	Sell	141,260 -42,000	-23%	-$13.4M	3.11%	14
2024 Q3	$50.2M	Sell	183,260 -129,200	-41%	-$33.1M	3.48%	12
2024 Q2	$80.3M	Sell	312,460 -27,600	-8%	-$7.39M	5.85%	4
2024 Q1	$102M	Buy	340,060 +48,260	+17%	+$13.9M	7.15%	2
2023 Q4	$76.8M	Sell	291,800 -100	-0%	-$22.6K	6.55%	4
2023 Q3	$59.2M	Buy	291,900 +84,900	+41%	+$18.3M	5.85%	6
2023 Q2	$43.7M	Sell	207,000 -106,300	-34%	-$21.7M	4.43%	11
2023 Q1	$62.6M	Buy	+313,300	New	+$52.9M	8.6%	3

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

Kinetic Partners Management's CRM Position: Q1 2025 in Review

Kinetic Partners Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 141,260 shares — an estimated $47.2M sold.

Kinetic Partners Management first reported a position in CRM in Q1 2023 and held it in 8 quarters. The position peaked at $102M in Q1 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Kinetic Partners Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Kinetic Partners Management sold 141,260 Salesforce shares in Q1 2025, an estimated $47.2M.
Kinetic Partners Management first reported a position in Salesforce in Q1 2023 and held it in 8 quarters.
Kinetic Partners Management's Salesforce position peaked at $102M in Q1 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Kinetic Partners Management's 13F filing for Q1 2025, filed 15 May 2025.