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Morningstar Investment Services’s Salesforce CRM Stock Holding History

Morningstar Investment Services’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 		$2.78M Sell
10,348
-15,403
-60% -$4.79M 0.51% 45
2024
Q4 		$8.61M Sell
25,751
-247,116
-91% -$78.9M 0.78% 32
2024
Q3 		$75.5M Buy
272,867
+62,734
+30% +$16.1M 0.77% 36
2024
Q2 		$53.1M Buy
210,133
+68,896
+49% +$18.4M 0.58% 45
2024
Q1 		$42.6M Sell
141,237
-140,733
-50% -$40.6M 0.47% 61
2023
Q4 		$74.9M Buy
281,970
+139,320
+98% +$31.5M 0.42% 65
2023
Q3 		$29M Buy
142,650
+566
+0.4% +$122K 0.37% 74
2023
Q2 		$30M Sell
142,084
-2,839
-2% -$580K 0.39% 76
2023
Q1 		$28.5M Sell
144,923
-5,276
-4% -$891K 0.38% 76
2022
Q4 		$20.8M Buy
150,199
+357
+0.2% +$52.1K 0.28% 94
2022
Q3 		$23.9M Buy
149,842
+132,430
+761% +$22.5M 0.34% 83
2022
Q2 		$2.97M Buy
17,412
+1,464
+9% +$259K 0.04% 134
2022
Q1 		$3.43M Buy
15,948
+3,387
+27% +$729K 0.04% 146
2021
Q4 		$3.19M Buy
12,561
+11,477
+1,059% +$3.22M 0.04% 155
2021
Q3 		$294K Sell
1,084
-12,883
-92% -$3.27M ﹤0.01% 204
2021
Q2 		$3.43M Sell
13,967
-15,221
-52% -$3.51M 0.04% 144
2021
Q1 		$6.13M Buy
+29,188
New +$6.5M 0.08% 139
2016
Q4 		– Sell
-13,971
Closed -$997K – 193
2016
Q3 		$997K Sell
13,971
-1,105
-7% -$86.2K 0.03% 166
2016
Q2 		$1.2M Buy
+15,076
New +$1.18M 0.04% 160

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

Morningstar Investment Services's CRM Position: Q1 2025 in Review

Morningstar Investment Services reduced its Salesforce (CRM) stake by 60% in Q1 2025, selling an estimated $4.79M and leaving 10,348 shares worth $2.78M. The position accounts for 0.51% of the portfolio, ranked #45.

Morningstar Investment Services first reported a position in CRM in Q2 2016 and has held it in 19 quarters since. The position peaked at $75.5M in Q3 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Morningstar Investment Services held 10,348 shares of Salesforce worth $2.78M as of Q1 2025.
  • Morningstar Investment Services sold 15,403 Salesforce shares in Q1 2025, an estimated $4.79M.
  • Salesforce made up 0.51% of Morningstar Investment Services's portfolio in Q1 2025, its #45 holding.
  • Morningstar Investment Services first reported a position in Salesforce in Q2 2016 and has held it in 19 quarters since.
  • Morningstar Investment Services's Salesforce position peaked at $75.5M in Q3 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.