ORC
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O'Rourke & Company’s Salesforce CRM Stock Holding History

O'Rourke & Company’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
-623
Closed -$208K – 152
2024
Q4 		$208K Buy
+623
New +$199K 0.1% 145
2022
Q2 		– Sell
-1,025
Closed -$218K – 118
2022
Q1 		$218K Hold
1,025
– – 0.15% 115
2021
Q4 		$260K Buy
+1,025
New +$288K 0.17% 109

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

O'Rourke & Company's CRM Position: Q1 2025 in Review

O'Rourke & Company sold out of Salesforce (CRM) in Q1 2025, closing a stake of 623 shares — an estimated $208K sold.

O'Rourke & Company first reported a position in CRM in Q4 2021 and held it in 3 quarters. The position peaked at $260K in Q4 2021. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • O'Rourke & Company reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • O'Rourke & Company sold 623 Salesforce shares in Q1 2025, an estimated $208K.
  • O'Rourke & Company first reported a position in Salesforce in Q4 2021 and held it in 3 quarters.
  • O'Rourke & Company's Salesforce position peaked at $260K in Q4 2021.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on O'Rourke & Company's 13F filing for Q1 2025, filed 8 May 2025.