River Global Investors’s Salesforce CRM Stock Holding History

River Global Investors’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
2024 Q4	$290K	Sell	867 -2,163	-71%	-$690K	0.06%	138
2024 Q3	$829K	Sell	3,030 -77	-2%	-$19.7K	0.18%	117
2024 Q2	$799K	Sell	3,107 -4,777	-61%	-$1.28M	0.22%	127
2024 Q1	$2.37M	Sell	7,884 -87	-1%	-$25.1K	0.6%	46
2023 Q4	$2.1M	Buy	7,971 +1,518	+24%	+$344K	0.4%	80
2023 Q3	$1.31M	Buy	6,453 +493	+8%	+$107K	0.31%	94
2023 Q2	$1.26M	Buy	5,960 +160	+3%	+$32.7K	0.25%	127
2023 Q1	$1.16M	Buy	+5,800	New	+$980K	0.24%	132
2016 Q3	–	Sell	-650	Closed	-$51K	–	102
2016 Q2	$51K	Hold	650	–	–	0.02%	107
2016 Q1	$47K	Hold	650	–	–	0.03%	111
2015 Q4	$50K	Buy	+650	New	+$50.8K	0.03%	87

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

River Global Investors's CRM Position: Q4 2024 in Review

River Global Investors reduced its Salesforce (CRM) stake by 71% in Q4 2024, selling an estimated $690K and leaving 867 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #138.

River Global Investors first reported a position in CRM in Q4 2015 and has held it in 11 quarters since. The position peaked at $2.37M in Q1 2024. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

River Global Investors held 867 shares of Salesforce worth $290K as of Q4 2024.
River Global Investors sold 2,163 Salesforce shares in Q4 2024, an estimated $690K.
Salesforce made up 0.06% of River Global Investors's portfolio in Q4 2024, its #138 holding.
River Global Investors first reported a position in Salesforce in Q4 2015 and has held it in 11 quarters since.
River Global Investors's Salesforce position peaked at $2.37M in Q1 2024.
3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on River Global Investors's 13F filing for Q4 2024, filed 7 Feb 2025.