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Symmetry Investments’s Salesforce CRM Stock Holding History

Symmetry Investments’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
-10,923
Closed -$3.65M – 159
2024
Q4 		$3.65M Buy
+10,923
New +$3.49M 0.19% 72
2024
Q2 		– Sell
-27,779
Closed -$8.37M – 191
2024
Q1 		$8.37M Buy
27,779
+18,079
+186% +$5.22M 0.5% 27
2023
Q4 		$2.55M Buy
9,700
+7,300
+304% +$1.65M 0.19% 86
2023
Q3 		$487K Hold
2,400
– – 0.1% 122
2023
Q2 		$507K Buy
+2,400
New +$490K 0.08% 116

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

Symmetry Investments's CRM Position: Q1 2025 in Review

Symmetry Investments sold out of Salesforce (CRM) in Q1 2025, closing a stake of 10,923 shares — an estimated $3.65M sold.

Symmetry Investments first reported a position in CRM in Q2 2023 and held it in 5 quarters. The position peaked at $8.37M in Q1 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Symmetry Investments reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Symmetry Investments sold 10,923 Salesforce shares in Q1 2025, an estimated $3.65M.
  • Symmetry Investments first reported a position in Salesforce in Q2 2023 and held it in 5 quarters.
  • Symmetry Investments's Salesforce position peaked at $8.37M in Q1 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Symmetry Investments's 13F filing for Q1 2025, filed 15 May 2025.