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Smith Anglin Financial’s Salesforce CRM Stock Holding History

Smith Anglin Financial’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
Q2 		$495K Buy
1,816
+147
+9% +$39.3K 0.04% 125
2025
Q1 		$448K Buy
1,669
+868
+108% +$270K 0.05% 127
2024
Q4 		$268K Sell
801
-9
-1% -$2.87K 0.03% 166
2024
Q3 		$222K Sell
810
-52
-6% -$13.3K 0.02% 186
2024
Q2 		$222K Sell
862
-97
-10% -$26K 0.02% 171
2024
Q1 		$289K Sell
959
-10
-1% -$2.88K 0.03% 141
2023
Q4 		$255K Buy
+969
New +$219K 0.03% 144
2023
Q3 		– Sell
-948
Closed -$200K – 179
2023
Q2 		$200K Sell
948
-162
-15% -$33.1K 0.02% 165
2023
Q1 		$222K Buy
+1,110
New +$187K 0.03% 151

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return