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Schechter Investment Advisors’s Salesforce CRM Stock Holding History

Schechter Investment 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 		$2M Sell
7,453
-1,162
-13% -$361K 0.16% 122
2024
Q4 		$2.88M Sell
8,615
-267
-3% -$85.2K 0.22% 93
2024
Q3 		$2.43M Sell
8,882
-6,696
-43% -$1.72M 0.18% 102
2024
Q2 		$4.01M Sell
15,578
-1,081
-6% -$289K 0.3% 58
2024
Q1 		$5.02M Buy
16,659
+2,606
+19% +$752K 0.38% 47
2023
Q4 		$3.7M Sell
14,053
-620
-4% -$140K 0.32% 57
2023
Q3 		$2.98M Buy
14,673
+470
+3% +$102K 0.29% 59
2023
Q2 		$3M Sell
14,203
-2,059
-13% -$420K 0.27% 66
2023
Q1 		$3.25M Buy
16,262
+5,735
+54% +$969K 0.3% 59
2022
Q4 		$1.4M Buy
10,527
+2,853
+37% +$416K 0.13% 198
2022
Q3 		$1.1M Sell
7,674
-6,043
-44% -$1.02M 0.11% 243
2022
Q2 		$2.26M Buy
13,717
+3,215
+31% +$568K 0.22% 80
2022
Q1 		$2.23M Sell
10,502
-2,014
-16% -$433K 0.21% 91
2021
Q4 		$3.18M Buy
+12,516
New +$3.52M 0.29% 58

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

Schechter Investment Advisors's CRM Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Salesforce (CRM) stake by 13% in Q1 2025, selling an estimated $361K and leaving 7,453 shares worth $2M. The position accounts for 0.16% of the portfolio, ranked #122.

Schechter Investment Advisors first reported a position in CRM in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.02M in Q1 2024. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Schechter Investment Advisors held 7,453 shares of Salesforce worth $2M as of Q1 2025.
  • Schechter Investment Advisors sold 1,162 Salesforce shares in Q1 2025, an estimated $361K.
  • Salesforce made up 0.16% of Schechter Investment Advisors's portfolio in Q1 2025, its #122 holding.
  • Schechter Investment Advisors first reported a position in Salesforce in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Salesforce position peaked at $5.02M in Q1 2024.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.