Leeward Financial Partners’s Salesforce CRM Stock Holding History

Leeward Financial Partners’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	-666	Closed	-$223K	–	88
2024 Q4	$223K	Buy	+666	New	+$213K	0.08%	82

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

Leeward Financial Partners's CRM Position: Q1 2025 in Review

Leeward Financial Partners sold out of Salesforce (CRM) in Q1 2025, closing a stake of 666 shares — an estimated $223K sold.

Leeward Financial Partners first reported a position in CRM in Q4 2024 and held it in 1 quarter. The position peaked at $223K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Leeward Financial Partners reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Leeward Financial Partners sold 666 Salesforce shares in Q1 2025, an estimated $223K.
Leeward Financial Partners first reported a position in Salesforce in Q4 2024 and held it in 1 quarter.
Leeward Financial Partners's Salesforce position peaked at $223K in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Leeward Financial Partners's 13F filing for Q1 2025, filed 9 May 2025.