Telemark Asset Management’s Salesforce CRM Stock Holding History

Telemark 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	–	Sell	-20,000	Closed	-$6.69M	–	50
2024 Q4	$6.69M	Buy	+20,000	New	+$6.38M	0.67%	44
2024 Q2	–	Sell	-30,000	Closed	-$9.04M	–	61
2024 Q1	$9.04M	Hold	30,000	–	–	0.93%	39
2023 Q4	$7.89M	Buy	+30,000	New	+$6.79M	1.18%	34
2019 Q2	–	Sell	-50,000	Closed	-$7.92M	–	43
2019 Q1	$7.92M	Sell	50,000 -50,000	-50%	-$7.75M	1%	29
2018 Q4	$13.7M	Buy	+100,000	New	+$13.8M	2.81%	13
2016 Q3	–	Sell	-200,000	Closed	-$15.9M	–	38
2016 Q2	$15.9M	Hold	200,000	–	–	3.65%	10
2016 Q1	$14.8M	Buy	200,000 +100,000	+100%	+$6.89M	3.66%	10
2015 Q4	$7.84M	Buy	+100,000	New	+$7.81M	1.84%	18
2015 Q1	–	Sell	-110,000	Closed	-$6.52M	–	29
2014 Q4	$6.52M	Sell	110,000 -50,000	-31%	-$2.95M	1.92%	24
2014 Q3	$9.21M	Hold	160,000	–	–	2.46%	21
2014 Q2	$9.29M	Hold	160,000	–	–	2.54%	17
2014 Q1	$9.13M	Hold	160,000	–	–	2.3%	19
2013 Q4	$8.83M	Buy	160,000 +50,000	+45%	+$2.67M	2.19%	15
2013 Q3	$5.71M	Hold	110,000	–	–	1.7%	25
2013 Q2	$4.2M	Buy	+110,000	New	+$4.54M	1.6%	26

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

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

Telemark Asset Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 20,000 shares — an estimated $6.69M sold.

Telemark Asset Management first reported a position in CRM in Q2 2013 and held it in 15 quarters. The position peaked at $15.9M in Q2 2016. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Telemark Asset Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Telemark Asset Management sold 20,000 Salesforce shares in Q1 2025, an estimated $6.69M.
Telemark Asset Management first reported a position in Salesforce in Q2 2013 and held it in 15 quarters.
Telemark Asset Management's Salesforce position peaked at $15.9M in Q2 2016.
2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Telemark Asset Management's 13F filing for Q1 2025, filed 12 May 2025.