MAM
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Maytree Asset Management’s Salesforce CRM Stock Holding History

Maytree Asset 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
-6,900
Closed -$1.89M – 15
2024
Q3 		$1.89M Sell
6,900
-2,950
-30% -$756K 3.69% 6
2024
Q2 		$2.53M Buy
+9,850
New +$2.64M 2.66% 8

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

Maytree Asset Management's CRM Position: Q4 2024 in Review

Maytree Asset Management sold out of Salesforce (CRM) in Q4 2024, closing a stake of 6,900 shares — an estimated $1.89M sold.

Maytree Asset Management first reported a position in CRM in Q2 2024 and held it in 2 quarters. The position peaked at $2.53M in Q2 2024. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Maytree Asset Management reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • Maytree Asset Management sold 6,900 Salesforce shares in Q4 2024, an estimated $1.89M.
  • Maytree Asset Management first reported a position in Salesforce in Q2 2024 and held it in 2 quarters.
  • Maytree Asset Management's Salesforce position peaked at $2.53M in Q2 2024.
  • 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Maytree Asset Management's 13F filing for Q4 2024, filed 3 Feb 2025.