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Rockbridge Investment Management’s Salesforce CRM Stock Holding History

Rockbridge Investment Management’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
-690
Closed -$231K – 132
2024
Q4 		$231K Buy
+690
New +$220K 0.03% 122
2024
Q2 		– Sell
-692
Closed -$208K – 120
2024
Q1 		$208K Hold
692
– – 0.03% 112
2023
Q4 		$182K Buy
+692
New +$157K 0.03% 123
2022
Q3 		– Sell
-690
Closed -$114K – 202
2022
Q2 		$114K Sell
690
-164
-19% -$29K 0.02% 141
2022
Q1 		$181K Sell
854
-595
-41% -$128K 0.03% 172
2021
Q4 		$368K Buy
1,449
+1
+0.1% +$281 0.05% 124
2021
Q3 		$393K Buy
1,448
+40
+3% +$10.2K 0.07% 108
2021
Q2 		$344K Buy
1,408
+4
+0.3% +$922 0.06% 113
2021
Q1 		$297K Buy
1,404
+99
+8% +$22K 0.06% 112
2020
Q4 		$290K Buy
1,305
+20
+2% +$4.86K 0.06% 114
2020
Q3 		$323K Buy
1,285
+595
+86% +$130K 0.08% 107
2020
Q2 		$129K Buy
+690
New +$116K 0.03% 153

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

Rockbridge Investment Management's CRM Position: Q1 2025 in Review

Rockbridge Investment Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 690 shares — an estimated $231K sold.

Rockbridge Investment Management first reported a position in CRM in Q2 2020 and held it in 12 quarters. The position peaked at $393K in Q3 2021. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Rockbridge Investment Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Rockbridge Investment Management sold 690 Salesforce shares in Q1 2025, an estimated $231K.
  • Rockbridge Investment Management first reported a position in Salesforce in Q2 2020 and held it in 12 quarters.
  • Rockbridge Investment Management's Salesforce position peaked at $393K in Q3 2021.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Rockbridge Investment Management's 13F filing for Q1 2025, filed 14 May 2025.