L. Roy Papp & Associates’s Salesforce CRM Stock Holding History

L. Roy Papp & Associates’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	-601	Closed	-$201K	–	175
2024 Q4	$201K	Buy	+601	New	+$192K	0.02%	178

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

L. Roy Papp & Associates's CRM Position: Q1 2025 in Review

L. Roy Papp & Associates sold out of Salesforce (CRM) in Q1 2025, closing a stake of 601 shares — an estimated $201K sold.

L. Roy Papp & Associates first reported a position in CRM in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

L. Roy Papp & Associates reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
L. Roy Papp & Associates sold 601 Salesforce shares in Q1 2025, an estimated $201K.
L. Roy Papp & Associates first reported a position in Salesforce in Q4 2024 and held it in 1 quarter.
L. Roy Papp & Associates's Salesforce position peaked at $201K in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on L. Roy Papp & Associates's 13F filing for Q1 2025, filed 10 Apr 2025.