Resolute Advisors’s Salesforce CRM Stock Holding History

Resolute Advisors’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	-653	Closed	-$219K	–	83
2024 Q4	$219K	Buy	+653	New	+$208K	0.04%	67
2022 Q4	–	Sell	-254	Closed	-$37K	–	74
2022 Q3	$37K	Buy	254 +151	+147%	+$25.6K	﹤0.01%	86
2022 Q2	$17K	Hold	103	–	–	﹤0.01%	98
2022 Q1	$22K	Hold	103	–	–	﹤0.01%	104
2021 Q4	$26K	Sell	103 -228	-69%	-$64.1K	﹤0.01%	111
2021 Q3	$90K	Buy	331 +103	+45%	+$26.2K	0.01%	87
2021 Q2	$56K	Buy	228 +99	+77%	+$22.8K	0.01%	72
2021 Q1	$27K	Buy	+129	New	+$28.7K	﹤0.01%	112

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

Resolute Advisors's CRM Position: Q1 2025 in Review

Resolute Advisors sold out of Salesforce (CRM) in Q1 2025, closing a stake of 653 shares — an estimated $219K sold.

Resolute Advisors first reported a position in CRM in Q1 2021 and held it in 8 quarters. The position peaked at $219K in Q4 2024. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Resolute Advisors reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Resolute Advisors sold 653 Salesforce shares in Q1 2025, an estimated $219K.
Resolute Advisors first reported a position in Salesforce in Q1 2021 and held it in 8 quarters.
Resolute Advisors's Salesforce position peaked at $219K in Q4 2024.
2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Resolute Advisors's 13F filing for Q1 2025, filed 14 May 2025.