Neumann Capital Management’s Salesforce CRM Stock Holding History

Neumann Capital 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
2025 Q1	–	Sell	-600	Closed	-$201K	–	100
2024 Q4	$201K	Buy	+600	New	+$191K	0.07%	101

Other funds holding CRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Neumann Capital Management's CRM Position: Q1 2025 in Review

Neumann Capital Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 600 shares — an estimated $201K sold.

Neumann Capital Management first reported a position in CRM in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Neumann Capital Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Neumann Capital Management sold 600 Salesforce shares in Q1 2025, an estimated $201K.
Neumann Capital Management first reported a position in Salesforce in Q4 2024 and held it in 1 quarter.
Neumann Capital Management's Salesforce position peaked at $201K in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Neumann Capital Management's 13F filing for Q1 2025, filed 16 Apr 2025.