The Family Firm’s Salesforce CRM Stock Holding History

The Family Firm’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	-686	Closed	-$230K	–	216
2024 Q4	$230K	Buy	+686	New	+$219K	0.05%	193
2024 Q3	–	Sell	-341	Closed	-$87.8K	–	337
2024 Q2	$87.8K	Buy	+341	New	+$91.2K	0.02%	300

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

The Family Firm's CRM Position: Q1 2025 in Review

The Family Firm sold out of Salesforce (CRM) in Q1 2025, closing a stake of 686 shares — an estimated $230K sold.

The Family Firm first reported a position in CRM in Q2 2024 and held it in 2 quarters. The position peaked at $230K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

The Family Firm reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
The Family Firm sold 686 Salesforce shares in Q1 2025, an estimated $230K.
The Family Firm first reported a position in Salesforce in Q2 2024 and held it in 2 quarters.
The Family Firm's Salesforce position peaked at $230K in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on The Family Firm's 13F filing for Q1 2025, filed 1 May 2025.