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Ridgecrest Wealth Partners’s Salesforce CRM Stock Holding History

Ridgecrest Wealth Partners’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
-647
Closed -$216K – 113
2024
Q4 		$216K Buy
+647
New +$206K 0.12% 100
2022
Q1 		– Sell
-3,549
Closed -$902K – 111
2021
Q4 		$902K Buy
+3,549
New +$997K 0.44% 49
2021
Q3 		– Sell
-3,380
Closed -$826K – 115
2021
Q2 		$826K Buy
+3,380
New +$779K 0.52% 49

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

Ridgecrest Wealth Partners's CRM Position: Q1 2025 in Review

Ridgecrest Wealth Partners sold out of Salesforce (CRM) in Q1 2025, closing a stake of 647 shares — an estimated $216K sold.

Ridgecrest Wealth Partners first reported a position in CRM in Q2 2021 and held it in 3 quarters. The position peaked at $902K in Q4 2021. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Ridgecrest Wealth Partners reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Ridgecrest Wealth Partners sold 647 Salesforce shares in Q1 2025, an estimated $216K.
  • Ridgecrest Wealth Partners first reported a position in Salesforce in Q2 2021 and held it in 3 quarters.
  • Ridgecrest Wealth Partners's Salesforce position peaked at $902K in Q4 2021.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.