Rheos Capital Works’s Salesforce CRM Stock Holding History

Rheos Capital Works’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	-29,000	Closed	-$9.7M	–	76
2024 Q4	$9.7M	Buy	+29,000	New	+$9.26M	0.54%	67
2023 Q2	–	Sell	-112,600	Closed	-$22.5M	–	102
2023 Q1	$22.5M	Buy	+112,600	New	+$19M	1.25%	26
2022 Q2	–	Sell	-283,800	Closed	-$60.3M	–	139
2022 Q1	$60.3M	Sell	283,800 -50,000	-15%	-$10.8M	2.9%	4
2021 Q4	$84.8M	Buy	333,800 +74,500	+29%	+$20.9M	3.7%	2
2021 Q3	$70.3M	Hold	259,300	–	–	3.62%	4
2021 Q2	$63.3M	Buy	259,300 +25,000	+11%	+$5.76M	3.2%	5
2021 Q1	$49.6M	Hold	234,300	–	–	3.28%	9
2020 Q4	$52.1M	Hold	234,300	–	–	3.79%	9
2020 Q3	$58.9M	Hold	234,300	–	–	4.81%	8
2020 Q2	$43.9M	Hold	234,300	–	–	3.07%	11
2020 Q1	$33.7M	Buy	234,300 +112,600	+93%	+$19.3M	3.58%	10
2019 Q4	$19.8M	Sell	121,700 -258,300	-68%	-$40.5M	2.04%	11
2019 Q3	$56.4M	Hold	380,000	–	–	6.41%	7
2019 Q2	$57.7M	Hold	380,000	–	–	7.72%	7
2019 Q1	$60.2M	Hold	380,000	–	–	7.32%	7
2018 Q4	$52M	Hold	380,000	–	–	7.78%	5
2018 Q3	$60.4M	Hold	380,000	–	–	8.69%	6
2018 Q2	$51.3M	Hold	380,000	–	–	7.26%	8
2018 Q1	$44.2M	Buy	+380,000	New	+$43.6M	7.58%	6

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

Rheos Capital Works's CRM Position: Q1 2025 in Review

Rheos Capital Works sold out of Salesforce (CRM) in Q1 2025, closing a stake of 29,000 shares — an estimated $9.7M sold.

Rheos Capital Works first reported a position in CRM in Q1 2018 and held it in 19 quarters. The position peaked at $84.8M in Q4 2021. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Rheos Capital Works reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Rheos Capital Works sold 29,000 Salesforce shares in Q1 2025, an estimated $9.7M.
Rheos Capital Works first reported a position in Salesforce in Q1 2018 and held it in 19 quarters.
Rheos Capital Works's Salesforce position peaked at $84.8M in Q4 2021.
2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Rheos Capital Works's 13F filing for Q1 2025, filed 14 Apr 2025.