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Taylor Financial Group’s Salesforce CRM Stock Holding History

Taylor Financial Group’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
-685
Closed -$229K – 98
2024
Q4 		$229K Buy
+685
New +$219K 0.16% 87
2024
Q2 		– Sell
-685
Closed -$206K – 92
2024
Q1 		$206K Buy
+685
New +$198K 0.16% 91

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

Taylor Financial Group's CRM Position: Q1 2025 in Review

Taylor Financial Group sold out of Salesforce (CRM) in Q1 2025, closing a stake of 685 shares — an estimated $229K sold.

Taylor Financial Group first reported a position in CRM in Q1 2024 and held it in 2 quarters. The position peaked at $229K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Taylor Financial Group reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Taylor Financial Group sold 685 Salesforce shares in Q1 2025, an estimated $229K.
  • Taylor Financial Group first reported a position in Salesforce in Q1 2024 and held it in 2 quarters.
  • Taylor Financial Group's Salesforce position peaked at $229K in Q4 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Taylor Financial Group's 13F filing for Q1 2025, filed 12 May 2025.