Select Asset Management & Trust’s Salesforce CRM Stock Holding History

Select Asset Management & Trust’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	–	Sell	-986	Closed	-$270K	–	73
2024 Q3	$270K	Sell	986 -19	-2%	-$4.87K	0.1%	54
2024 Q2	$258K	Hold	1,005	–	–	0.1%	52
2024 Q1	$303K	Hold	1,005	–	–	0.13%	51
2023 Q4	$265K	Hold	1,005	–	–	0.13%	55
2023 Q3	$204K	Hold	1,005	–	–	0.12%	62
2023 Q2	$212K	Buy	+1,005	New	+$205K	0.13%	64

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

Select Asset Management & Trust's CRM Position: Q4 2024 in Review

Select Asset Management & Trust sold out of Salesforce (CRM) in Q4 2024, closing a stake of 986 shares — an estimated $270K sold.

Select Asset Management & Trust first reported a position in CRM in Q2 2023 and held it in 6 quarters. The position peaked at $303K in Q1 2024. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

Select Asset Management & Trust reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
Select Asset Management & Trust sold 986 Salesforce shares in Q4 2024, an estimated $270K.
Select Asset Management & Trust first reported a position in Salesforce in Q2 2023 and held it in 6 quarters.
Select Asset Management & Trust's Salesforce position peaked at $303K in Q1 2024.
3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Select Asset Management & Trust's 13F filing for Q4 2024, filed 13 Feb 2025.