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Macroview Investment Management’s Salesforce CRM Stock Holding History

Macroview Investment Management’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
2024
Q4 		– Sell
-48
Closed -$13.2K – 187
2024
Q3 		$13.2K Hold
48
– – 0.01% 206
2024
Q2 		$12.4K Sell
48
-120
-71% -$32.1K 0.01% 213
2024
Q1 		$50.6K Hold
168
– – 0.06% 135
2023
Q4 		$44.2K Sell
168
-11
-6% -$2.49K 0.05% 138
2023
Q3 		$36.3K Buy
179
+16
+10% +$3.46K 0.05% 125
2023
Q2 		$34.4K Sell
163
-60
-27% -$12.2K 0.05% 99
2023
Q1 		$44.6K Sell
223
-30
-12% -$5.07K 0.07% 91
2022
Q4 		$33.5K Buy
253
+210
+488% +$30.6K 0.06% 99
2022
Q3 		$6K Buy
43
+1
+2% +$170 0.01% 275
2022
Q2 		$7K Hold
42
– – 0.01% 289
2022
Q1 		$9K Buy
42
+25
+147% +$5.38K 0.01% 275
2021
Q4 		$4K Sell
17
-34
-67% -$9.55K 0.01% 289
2021
Q3 		$14K Buy
+51
New +$13K 0.02% 141
2021
Q2 		– Sell
-17
Closed -$4K – 404
2021
Q1 		$4K Buy
17
+1
+6% +$223 0.01% 227
2020
Q4 		$4K Buy
16
+1
+7% +$243 0.01% 208
2020
Q3 		$4K Buy
+15
New +$3.28K 0.01% 179
2018
Q2 		– Sell
-12
Closed -$1K – 287
2018
Q1 		$1K Buy
+12
New +$1.38K ﹤0.01% 222

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Macroview Investment Management's CRM Position: Q4 2024 in Review

Macroview Investment Management sold out of Salesforce (CRM) in Q4 2024, closing a stake of 48 shares — an estimated $13.2K sold.

Macroview Investment Management first reported a position in CRM in Q1 2018 and held it in 17 quarters. The position peaked at $50.6K in Q1 2024. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Macroview Investment Management reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 48 Salesforce shares in Q4 2024, an estimated $13.2K.
  • Macroview Investment Management first reported a position in Salesforce in Q1 2018 and held it in 17 quarters.
  • Macroview Investment Management's Salesforce position peaked at $50.6K in Q1 2024.
  • 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.