Schiavi & Co’s Salesforce CRM Stock Holding History

Schiavi & Co’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	-648	Closed	-$217K	–	40
2024 Q4	$217K	Buy	+648	New	+$207K	0.08%	34

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Schiavi & Co's CRM Position: Q1 2025 in Review

Schiavi & Co sold out of Salesforce (CRM) in Q1 2025, closing a stake of 648 shares — an estimated $217K sold.

Schiavi & Co first reported a position in CRM in Q4 2024 and held it in 1 quarter. The position peaked at $217K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Schiavi & Co reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Schiavi & Co sold 648 Salesforce shares in Q1 2025, an estimated $217K.
Schiavi & Co first reported a position in Salesforce in Q4 2024 and held it in 1 quarter.
Schiavi & Co's Salesforce position peaked at $217K in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Schiavi & Co's 13F filing for Q1 2025, filed 8 May 2025.