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Long Path Partners’s Salesforce CRM Stock Holding History

Long Path 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
-90,119
Closed -$30.1M – 11
2024
Q4 		$30.1M Sell
90,119
-10,708
-11% -$3.42M 9.76% 4
2024
Q3 		$27.6M Buy
100,827
+23,933
+31% +$6.13M 8.95% 4
2024
Q2 		$19.8M Sell
76,894
-3,135
-4% -$839K 7.84% 6
2024
Q1 		$24.1M Sell
80,029
-68,602
-46% -$19.8M 12.68% 4
2023
Q4 		$39.1M Sell
148,631
-19,888
-12% -$4.5M 18.42% 2
2023
Q3 		$34.2M Sell
168,519
-1,692
-1% -$366K 17.12% 3
2023
Q2 		$36M Sell
170,211
-25,667
-13% -$5.24M 15.82% 3
2023
Q1 		$39.1M Sell
195,878
-5,532
-3% -$934K 16.88% 2
2022
Q4 		$26.7M Sell
201,410
-1,406
-0.7% -$205K 11.61% 3
2022
Q3 		$29.2M Buy
202,816
+28,832
+17% +$4.89M 15.63% 3
2022
Q2 		$28.7M Buy
+173,984
New +$30.7M 17.4% 3

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

Long Path Partners's CRM Position: Q1 2025 in Review

Long Path Partners sold out of Salesforce (CRM) in Q1 2025, closing a stake of 90,119 shares — an estimated $30.1M sold.

Long Path Partners first reported a position in CRM in Q2 2022 and held it in 11 quarters. The position peaked at $39.1M in Q1 2023. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Long Path Partners reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Long Path Partners sold 90,119 Salesforce shares in Q1 2025, an estimated $30.1M.
  • Long Path Partners first reported a position in Salesforce in Q2 2022 and held it in 11 quarters.
  • Long Path Partners's Salesforce position peaked at $39.1M in Q1 2023.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Long Path Partners's 13F filing for Q1 2025, filed 14 May 2025.