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Latitude Advisors’s Salesforce CRM Stock Holding History

Latitude 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
-782
Closed -$262K – 191
2024
Q4 		$262K Buy
782
+18
+2% +$5.75K 0.15% 148
2024
Q3 		$209K Buy
+764
New +$196K 0.12% 182
2024
Q2 		– Sell
-669
Closed -$201K – 184
2024
Q1 		$201K Buy
+669
New +$193K 0.13% 177
2022
Q2 		– Sell
-1,606
Closed -$341K – 170
2022
Q1 		$341K Buy
1,606
+338
+27% +$72.7K 0.08% 235
2021
Q4 		$322K Buy
1,268
+26
+2% +$7.31K 0.09% 214
2021
Q3 		$337K Buy
+1,242
New +$315K 0.11% 189

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

Latitude Advisors's CRM Position: Q1 2025 in Review

Latitude Advisors sold out of Salesforce (CRM) in Q1 2025, closing a stake of 782 shares — an estimated $262K sold.

Latitude Advisors first reported a position in CRM in Q3 2021 and held it in 6 quarters. The position peaked at $341K in Q1 2022. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Latitude Advisors reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Latitude Advisors sold 782 Salesforce shares in Q1 2025, an estimated $262K.
  • Latitude Advisors first reported a position in Salesforce in Q3 2021 and held it in 6 quarters.
  • Latitude Advisors's Salesforce position peaked at $341K in Q1 2022.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Latitude Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.