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Napatree Capital’s Salesforce CRM Stock Holding History

Napatree Capital’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 		$605K Buy
2,255
+735
+48% +$229K 0.34% 80
2024
Q4 		$508K Buy
1,520
+369
+32% +$118K 0.3% 91
2024
Q3 		$315K Buy
+1,151
New +$295K 0.22% 118

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

Napatree Capital's CRM Position: Q1 2025 in Review

Napatree Capital increased its Salesforce (CRM) stake by 48% in Q1 2025, buying an estimated $229K and bringing the position to 2,255 shares worth $605K. The position accounts for 0.34% of the portfolio, ranked #80.

Napatree Capital first reported a position in CRM in Q3 2024 and has held it in 3 quarters since. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Napatree Capital held 2,255 shares of Salesforce worth $605K as of Q1 2025.
  • Napatree Capital bought 735 Salesforce shares in Q1 2025, an estimated $229K.
  • Salesforce made up 0.34% of Napatree Capital's portfolio in Q1 2025, its #80 holding.
  • Napatree Capital first reported a position in Salesforce in Q3 2024 and has held it in 3 quarters since.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.