Peregrine Asset Advisers’s Salesforce CRM Stock Holding History

Peregrine Asset Advisers’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	-609	Closed	-$204K	–	165
2024 Q4	$204K	Buy	+609	New	+$194K	0.08%	164
2022 Q3	–	Sell	-2,064	Closed	-$341K	–	67
2022 Q2	$341K	Buy	+2,064	New	+$365K	0.25%	56
2021 Q1	–	Sell	-1,022	Closed	-$227K	–	123
2020 Q4	$227K	Hold	1,022	–	–	0.11%	113
2020 Q3	$257K	Buy	+1,022	New	+$224K	0.14%	82
2020 Q1	–	Sell	-2,000	Closed	-$325	–	131
2019 Q4	$325	Buy	+2,000	New	+$314K	0.07%	82

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

Peregrine Asset Advisers's CRM Position: Q1 2025 in Review

Peregrine Asset Advisers sold out of Salesforce (CRM) in Q1 2025, closing a stake of 609 shares — an estimated $204K sold.

Peregrine Asset Advisers first reported a position in CRM in Q4 2019 and held it in 5 quarters. The position peaked at $341K in Q2 2022. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Peregrine Asset Advisers reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Peregrine Asset Advisers sold 609 Salesforce shares in Q1 2025, an estimated $204K.
Peregrine Asset Advisers first reported a position in Salesforce in Q4 2019 and held it in 5 quarters.
Peregrine Asset Advisers's Salesforce position peaked at $341K in Q2 2022.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Peregrine Asset Advisers's 13F filing for Q1 2025, filed 5 May 2025.