Slocum, Gordon & Co’s Salesforce CRM Stock Holding History

Slocum, Gordon & 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	-150	Closed	-$50.1K	–	137
2024 Q4	$50.1K	Hold	150	–	–	0.04%	81
2024 Q3	$41.1K	Hold	150	–	–	0.02%	88
2024 Q2	$38.6K	Hold	150	–	–	0.03%	93
2024 Q1	$45.2K	Sell	150 -68	-31%	-$19.6K	0.03%	85
2023 Q4	$57.4K	Buy	218 +68	+45%	+$15.4K	0.05%	77
2023 Q3	$30.4K	Hold	150	–	–	0.03%	95
2023 Q2	$31.7K	Hold	150	–	–	0.02%	89
2023 Q1	$30K	Hold	150	–	–	0.02%	92
2022 Q4	$19.9K	Buy	+150	New	+$21.9K	0.01%	95

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

Slocum, Gordon & Co's CRM Position: Q1 2025 in Review

Slocum, Gordon & Co sold out of Salesforce (CRM) in Q1 2025, closing a stake of 150 shares — an estimated $50.1K sold.

Slocum, Gordon & Co first reported a position in CRM in Q4 2022 and held it in 9 quarters. The position peaked at $57.4K in Q4 2023. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Slocum, Gordon & Co reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Slocum, Gordon & Co sold 150 Salesforce shares in Q1 2025, an estimated $50.1K.
Slocum, Gordon & Co first reported a position in Salesforce in Q4 2022 and held it in 9 quarters.
Slocum, Gordon & Co's Salesforce position peaked at $57.4K in Q4 2023.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Slocum, Gordon & Co's 13F filing for Q1 2025, filed 23 Apr 2025.