Parametrica Management’s Salesforce CRM Stock Holding History

Parametrica 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	-9,172	Closed	-$3.07M	–	35
2024 Q4	$3.07M	Buy	9,172 +2,472	+37%	+$789K	4.05%	7
2024 Q3	$1.83M	Buy	+6,700	New	+$1.72M	2.18%	13
2024 Q1	–	Sell	-3,743	Closed	-$985K	–	25
2023 Q4	$985K	Buy	+3,743	New	+$847K	1.62%	20
2022 Q4	–	Sell	-4,465	Closed	-$643K	–	56
2022 Q3	$643K	Buy	+4,465	New	+$757K	1.31%	24
2022 Q2	–	Sell	-1,347	Closed	-$286K	–	203
2022 Q1	$286K	Sell	1,347 -2,758	-67%	-$594K	0.21%	128
2021 Q4	$1.04M	Buy	+4,105	New	+$1.15M	1.04%	30
2021 Q3	–	Sell	-8,748	Closed	-$2.14M	–	89
2021 Q2	$2.14M	Buy	+8,748	New	+$2.02M	1.58%	20
2021 Q1	–	Sell	-3,500	Closed	-$779K	–	179
2020 Q4	$779K	Buy	+3,500	New	+$851K	0.48%	42
2020 Q2	–	Sell	-3,190	Closed	-$459K	–	161
2020 Q1	$459K	Buy	+3,190	New	+$547K	0.46%	43
2016 Q3	–	Sell	-3,939	Closed	-$313K	–	156
2016 Q2	$313K	Buy	+3,939	New	+$309K	0.47%	90

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

Parametrica Management's CRM Position: Q1 2025 in Review

Parametrica Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 9,172 shares — an estimated $3.07M sold.

Parametrica Management first reported a position in CRM in Q2 2016 and held it in 10 quarters. The position peaked at $3.07M in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Parametrica Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Parametrica Management sold 9,172 Salesforce shares in Q1 2025, an estimated $3.07M.
Parametrica Management first reported a position in Salesforce in Q2 2016 and held it in 10 quarters.
Parametrica Management's Salesforce position peaked at $3.07M in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Parametrica Management's 13F filing for Q1 2025, filed 8 May 2025.