Morris Financial Concepts’s Salesforce CRM Stock Holding History

Morris Financial Concepts’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	-667	Closed	-$223K	–	199
2024 Q4	$223K	Buy	+667	New	+$213K	0.1%	117

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morris Financial Concepts's CRM Position: Q1 2025 in Review

Morris Financial Concepts sold out of Salesforce (CRM) in Q1 2025, closing a stake of 667 shares — an estimated $223K sold.

Morris Financial Concepts first reported a position in CRM in Q4 2024 and held it in 1 quarter. The position peaked at $223K in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Morris Financial Concepts reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Morris Financial Concepts sold 667 Salesforce shares in Q1 2025, an estimated $223K.
Morris Financial Concepts first reported a position in Salesforce in Q4 2024 and held it in 1 quarter.
Morris Financial Concepts's Salesforce position peaked at $223K in Q4 2024.
2,954 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Morris Financial Concepts's 13F filing for Q1 2025, filed 29 Apr 2025.