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Perissos Private Wealth Management’s Salesforce CRM Stock Holding History

Perissos Private Wealth 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
-725
Closed -$242K – 77
2024
Q4 		$242K Buy
+725
New +$231K 0.18% 74

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

Perissos Private Wealth Management's CRM Position: Q1 2025 in Review

Perissos Private Wealth Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 725 shares — an estimated $242K sold.

Perissos Private Wealth Management first reported a position in CRM in Q4 2024 and held it in 1 quarter. The position peaked at $242K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Perissos Private Wealth Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Perissos Private Wealth Management sold 725 Salesforce shares in Q1 2025, an estimated $242K.
  • Perissos Private Wealth Management first reported a position in Salesforce in Q4 2024 and held it in 1 quarter.
  • Perissos Private Wealth Management's Salesforce position peaked at $242K in Q4 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Perissos Private Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.