Taurus Asset Management’s Salesforce CRM Stock Holding History

Taurus Asset Management’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	$25.3M	Sell	94,308 -779	-0.8%	-$242K	2.57%	15
2024 Q4	$31.8M	Sell	95,087 -901	-0.9%	-$288K	3.09%	9
2024 Q3	$26.3M	Sell	95,988 -2,800	-3%	-$717K	2.56%	13
2024 Q2	$25.4M	Buy	98,788 +43,858	+80%	+$11.7M	2.57%	11
2024 Q1	$16.5M	Buy	+54,930	New	+$15.8M	1.68%	29
2022 Q1	–	Sell	-923	Closed	-$235K	–	90
2021 Q4	$235K	Hold	923	–	–	0.02%	88
2021 Q3	$250K	Hold	923	–	–	0.03%	91
2021 Q2	$225K	Buy	+923	New	+$213K	0.02%	95
2021 Q1	–	Sell	-898	Closed	-$200K	–	83
2020 Q4	$200K	Hold	898	–	–	0.02%	82
2020 Q3	$226K	Buy	+898	New	+$197K	0.03%	83

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

Taurus Asset Management's CRM Position: Q1 2025 in Review

Taurus Asset Management reduced its Salesforce (CRM) stake by 0.82% in Q1 2025, selling an estimated $242K and leaving 94,308 shares worth $25.3M. The position accounts for 2.57% of the portfolio, ranked #15.

Taurus Asset Management first reported a position in CRM in Q3 2020 and has held it in 10 quarters since. The position peaked at $31.8M in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Taurus Asset Management held 94,308 shares of Salesforce worth $25.3M as of Q1 2025.
Taurus Asset Management sold 779 Salesforce shares in Q1 2025, an estimated $242K.
Salesforce made up 2.57% of Taurus Asset Management's portfolio in Q1 2025, its #15 holding.
Taurus Asset Management first reported a position in Salesforce in Q3 2020 and has held it in 10 quarters since.
Taurus Asset Management's Salesforce position peaked at $31.8M in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Taurus Asset Management's 13F filing for Q1 2025, filed 13 May 2025.