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Marcum Wealth’s Salesforce CRM Stock Holding History

Marcum Wealth’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 		$1.17M Buy
4,369
+1,032
+31% +$321K 0.1% 99
2024
Q4 		$1.12M Buy
3,337
+208
+7% +$66.4K 0.1% 101
2024
Q3 		$856K Buy
3,129
+114
+4% +$29.2K 0.08% 126
2024
Q2 		$775K Buy
3,015
+59
+2% +$15.8K 0.08% 130
2024
Q1 		$890K Buy
2,956
+294
+11% +$84.8K 0.09% 117
2023
Q4 		$700K Sell
2,662
-154
-5% -$34.9K 0.07% 138
2023
Q3 		$571K Sell
2,816
-345
-11% -$74.5K 0.07% 150
2023
Q2 		$668K Sell
3,161
-71
-2% -$14.5K 0.08% 134
2023
Q1 		$646K Buy
3,232
+577
+22% +$97.5K 0.08% 143
2022
Q4 		$352K Sell
2,655
-881
-25% -$129K 0.05% 216
2022
Q3 		$509K Buy
3,536
+1,152
+48% +$195K 0.08% 152
2022
Q2 		$393K Buy
2,384
+162
+7% +$28.6K 0.06% 192
2022
Q1 		$472K Sell
2,222
-737
-25% -$159K 0.07% 169
2021
Q4 		$752K Buy
2,959
+51
+2% +$14.3K 0.1% 127
2021
Q3 		$789K Buy
2,908
+313
+12% +$79.5K 0.12% 120
2021
Q2 		$634K Buy
2,595
+1
+0% +$230 0.1% 129
2021
Q1 		$550K Buy
+2,594
New +$577K 0.09% 138

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

Marcum Wealth's CRM Position: Q1 2025 in Review

Marcum Wealth increased its Salesforce (CRM) stake by 31% in Q1 2025, buying an estimated $321K and bringing the position to 4,369 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #99.

Marcum Wealth first reported a position in CRM in Q1 2021 and has held it in 17 quarters since. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Marcum Wealth held 4,369 shares of Salesforce worth $1.17M as of Q1 2025.
  • Marcum Wealth bought 1,032 Salesforce shares in Q1 2025, an estimated $321K.
  • Salesforce made up 0.1% of Marcum Wealth's portfolio in Q1 2025, its #99 holding.
  • Marcum Wealth first reported a position in Salesforce in Q1 2021 and has held it in 17 quarters since.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.