Thompson David Blair’s Salesforce CRM Stock Holding History

Thompson David Blair’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	$539K	Buy	+1,613	New	+$515K	0.39%	66

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

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

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

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Thompson David Blair's CRM Position: Q4 2024 in Review

Thompson David Blair opened a new position in Salesforce (CRM) in Q4 2024: 1,613 shares worth $539K. The stake represents 0.39% of the portfolio and ranks #66 among its holdings.

3,106 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

Thompson David Blair held 1,613 shares of Salesforce worth $539K as of Q4 2024.
Salesforce was a new Thompson David Blair position in Q4 2024.
Salesforce made up 0.39% of Thompson David Blair's portfolio in Q4 2024, its #66 holding.
3,106 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Thompson David Blair's 13F filing for Q4 2024, filed 14 Aug 2026.