RWI
CRM icon

Red Wave Investments’s Salesforce CRM Stock Holding History

Red Wave Investments’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
Q2 		– Sell
-780
Closed -$209K – 110
2025
Q1 		$209K Sell
780
-273
-26% -$84.9K 0.08% 94
2024
Q4 		$352K Hold
1,053
– – 0.12% 72
2024
Q3 		$288K Hold
1,053
– – 0.1% 78
2024
Q2 		$271K Buy
1,053
+9
+0.9% +$2.41K 0.1% 79
2024
Q1 		$314K Sell
1,044
-38
-4% -$11K 0.12% 73
2023
Q4 		$285K Buy
+1,082
New +$245K 0.11% 80

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Red Wave Investments's CRM Position: Q2 2025 in Review

Red Wave Investments sold out of Salesforce (CRM) in Q2 2025, closing a stake of 780 shares — an estimated $209K sold.

Red Wave Investments first reported a position in CRM in Q4 2023 and held it in 6 quarters. The position peaked at $352K in Q4 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Red Wave Investments reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Red Wave Investments sold 780 Salesforce shares in Q2 2025, an estimated $209K.
  • Red Wave Investments first reported a position in Salesforce in Q4 2023 and held it in 6 quarters.
  • Red Wave Investments's Salesforce position peaked at $352K in Q4 2024.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Red Wave Investments's 13F filing for Q2 2025, filed 31 Jul 2025.