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Sonoma Private Wealth’s Salesforce CRM Stock Holding History

Sonoma Private Wealth’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
-976
Closed -$326K – 74
2024
Q4 		$326K Buy
+976
New +$311K 0.53% 60
2024
Q2 		– Sell
-2,322
Closed -$699K – 88
2024
Q1 		$699K Sell
2,322
-78
-3% -$22.5K 1.13% 31
2023
Q4 		$632K Buy
+2,400
New +$543K 1.05% 33

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

Sonoma Private Wealth's CRM Position: Q1 2025 in Review

Sonoma Private Wealth sold out of Salesforce (CRM) in Q1 2025, closing a stake of 976 shares — an estimated $326K sold.

Sonoma Private Wealth first reported a position in CRM in Q4 2023 and held it in 3 quarters. The position peaked at $699K in Q1 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Sonoma Private Wealth reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Sonoma Private Wealth sold 976 Salesforce shares in Q1 2025, an estimated $326K.
  • Sonoma Private Wealth first reported a position in Salesforce in Q4 2023 and held it in 3 quarters.
  • Sonoma Private Wealth's Salesforce position peaked at $699K in Q1 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Sonoma Private Wealth's 13F filing for Q1 2025, filed 15 May 2025.