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Longbow Finance’s Salesforce CRM Stock Holding History

Longbow Finance’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
-22,986
Closed -$7.68M – 87
2024
Q4 		$7.68M Buy
22,986
+1,089
+5% +$348K 0.84% 40
2024
Q3 		$5.99M Hold
21,897
– – 0.64% 43
2024
Q2 		$5.63M Sell
21,897
-1,186
-5% -$317K 0.58% 39
2024
Q1 		$6.95M Buy
+23,083
New +$6.66M 0.7% 37

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

Longbow Finance's CRM Position: Q1 2025 in Review

Longbow Finance sold out of Salesforce (CRM) in Q1 2025, closing a stake of 22,986 shares — an estimated $7.68M sold.

Longbow Finance first reported a position in CRM in Q1 2024 and held it in 4 quarters. The position peaked at $7.68M in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Longbow Finance reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Longbow Finance sold 22,986 Salesforce shares in Q1 2025, an estimated $7.68M.
  • Longbow Finance first reported a position in Salesforce in Q1 2024 and held it in 4 quarters.
  • Longbow Finance's Salesforce position peaked at $7.68M in Q4 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Longbow Finance's 13F filing for Q1 2025, filed 7 May 2025.