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Providence First Trust’s Salesforce CRM Stock Holding History

Providence First Trust’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
-50
Closed -$16.7K – 117
2024
Q4 		$16.7K Buy
+50
New +$16K 0.01% 167
2021
Q2 		– Sell
-7,656
Closed -$1.62M – 82
2021
Q1 		$1.62M Sell
7,656
-95
-1% -$21.1K 0.8% 50
2020
Q4 		$1.73M Buy
7,751
+4,495
+138% +$1.09M 0.87% 49
2020
Q3 		$818K Buy
+3,256
New +$713K 0.8% 44

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

Providence First Trust's CRM Position: Q1 2025 in Review

Providence First Trust sold out of Salesforce (CRM) in Q1 2025, closing a stake of 50 shares — an estimated $16.7K sold.

Providence First Trust first reported a position in CRM in Q3 2020 and held it in 4 quarters. The position peaked at $1.73M in Q4 2020. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Providence First Trust reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Providence First Trust sold 50 Salesforce shares in Q1 2025, an estimated $16.7K.
  • Providence First Trust first reported a position in Salesforce in Q3 2020 and held it in 4 quarters.
  • Providence First Trust's Salesforce position peaked at $1.73M in Q4 2020.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Providence First Trust's 13F filing for Q1 2025, filed 12 May 2025.