T
CRM icon

TOBAM’s Salesforce CRM Stock Holding History

TOBAM’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
-1,249
Closed -$418K – 267
2024
Q4 		$418K Sell
1,249
-376
-23% -$120K 0.13% 112
2024
Q3 		$445K Sell
1,625
-144
-8% -$36.9K 0.08% 126
2024
Q2 		$455K Hold
1,769
– – 0.07% 117
2024
Q1 		$533K Buy
1,769
+120
+7% +$34.6K 0.05% 138
2023
Q4 		$434K Sell
1,649
-492
-23% -$111K 0.04% 142
2023
Q3 		$434K Buy
2,141
+202
+10% +$43.6K 0.03% 146
2023
Q2 		$410K Buy
1,939
+493
+34% +$101K 0.03% 159
2023
Q1 		$289K Buy
1,446
+740
+105% +$125K 0.02% 171
2022
Q4 		$94K Hold
706
– – 0.01% 309
2022
Q3 		$102K Sell
706
-647
-48% -$110K 0.01% 277
2022
Q2 		$223K Buy
1,353
+1,134
+518% +$200K 0.01% 229
2022
Q1 		$46K Sell
219
-358
-62% -$77K ﹤0.01% 393
2021
Q4 		$147K Sell
577
-205
-26% -$57.6K 0.01% 214
2021
Q3 		$212K Buy
782
+154
+25% +$39.1K 0.01% 191
2021
Q2 		$153K Sell
628
-160
-20% -$36.9K 0.01% 213
2021
Q1 		$167K Buy
788
+214
+37% +$47.6K 0.01% 205
2020
Q4 		$128K Buy
574
+107
+23% +$26K 0.01% 222
2020
Q3 		$117K Buy
+467
New +$102K 0.01% 205

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

TOBAM's CRM Position: Q1 2025 in Review

TOBAM sold out of Salesforce (CRM) in Q1 2025, closing a stake of 1,249 shares — an estimated $418K sold.

TOBAM first reported a position in CRM in Q3 2020 and held it in 18 quarters. The position peaked at $533K in Q1 2024. 2,946 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • TOBAM reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • TOBAM sold 1,249 Salesforce shares in Q1 2025, an estimated $418K.
  • TOBAM first reported a position in Salesforce in Q3 2020 and held it in 18 quarters.
  • TOBAM's Salesforce position peaked at $533K in Q1 2024.
  • 2,946 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on TOBAM's 13F filing for Q1 2025, filed 16 Apr 2025.