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Square Wave Partners’s Salesforce CRM Stock Holding History

Square Wave Partners’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 		$1.39M Sell
5,191
-16,247
-76% -$5.05M 1.49% 8
2024
Q4 		$7.17M Buy
+21,438
New +$6.84M 6.91% 8

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Square Wave Partners's CRM Position: Q1 2025 in Review

Square Wave Partners reduced its Salesforce (CRM) stake by 76% in Q1 2025, selling an estimated $5.05M and leaving 5,191 shares worth $1.39M. The position accounts for 1.49% of the portfolio, ranked #8.

Square Wave Partners first reported a position in CRM in Q4 2024 and has held it in 2 quarters since. The position peaked at $7.17M in Q4 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Square Wave Partners held 5,191 shares of Salesforce worth $1.39M as of Q1 2025.
  • Square Wave Partners sold 16,247 Salesforce shares in Q1 2025, an estimated $5.05M.
  • Salesforce made up 1.49% of Square Wave Partners's portfolio in Q1 2025, its #8 holding.
  • Square Wave Partners first reported a position in Salesforce in Q4 2024 and has held it in 2 quarters since.
  • Square Wave Partners's Salesforce position peaked at $7.17M in Q4 2024.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Square Wave Partners's 13F filing for Q1 2025, filed 15 May 2025.