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Riverstone Advisors’s Salesforce CRM Stock Holding History

Riverstone 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
-646
Closed -$216K – 58
2024
Q4 		$216K Buy
+646
New +$206K 0.12% 52
2024
Q2 		– Sell
-676
Closed -$204K – 48
2024
Q1 		$204K Buy
+676
New +$195K 0.12% 49
2022
Q4 		– Sell
-2,195
Closed -$316K – 45
2022
Q3 		$316K Sell
2,195
-395
-15% -$67K 0.2% 38
2022
Q2 		$427K Buy
2,590
+22
+0.9% +$3.89K 0.27% 35
2022
Q1 		$545K Buy
2,568
+259
+11% +$55.7K 0.28% 29
2021
Q4 		$587K Buy
+2,309
New +$649K 0.26% 30

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

Riverstone Advisors's CRM Position: Q1 2025 in Review

Riverstone Advisors sold out of Salesforce (CRM) in Q1 2025, closing a stake of 646 shares — an estimated $216K sold.

Riverstone Advisors first reported a position in CRM in Q4 2021 and held it in 6 quarters. The position peaked at $587K in Q4 2021. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Riverstone Advisors reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Riverstone Advisors sold 646 Salesforce shares in Q1 2025, an estimated $216K.
  • Riverstone Advisors first reported a position in Salesforce in Q4 2021 and held it in 6 quarters.
  • Riverstone Advisors's Salesforce position peaked at $587K in Q4 2021.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Riverstone Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.