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Townsend & Associates’s Salesforce CRM Stock Holding History

Townsend & Associates’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
-639
Closed -$209K – 100
2024
Q4 		$209K Buy
+639
New +$204K 0.02% 98
2024
Q3 		– Sell
-796
Closed -$209K – 106
2024
Q2 		$209K Sell
796
-101
-11% -$27K 0.02% 100
2024
Q1 		$248K Buy
897
+3
+0.3% +$866 0.03% 91
2023
Q4 		$248K Buy
+894
New +$202K 0.03% 92
2023
Q3 		– Sell
-908
Closed -$205K – 106
2023
Q2 		$205K Buy
+908
New +$185K 0.05% 121
2022
Q3 		– Sell
-10,974
Closed -$1.91M – 96
2022
Q2 		$1.91M Buy
10,974
+116
+1% +$20.5K 0.88% 35
2022
Q1 		$2.14M Buy
10,858
+666
+7% +$143K 0.99% 33
2021
Q4 		$2.36M Sell
10,192
-162
-2% -$45.5K 1.29% 25
2021
Q3 		$2.83M Buy
10,354
+1,547
+18% +$393K 1.4% 16
2021
Q2 		$2.14M Buy
8,807
+285
+3% +$65.7K 1.25% 33
2021
Q1 		$1.81M Buy
8,522
+434
+5% +$96.6K 1.17% 33
2020
Q4 		$1.8M Buy
8,088
+146
+2% +$35.5K 1.31% 28
2020
Q3 		$2.11M Sell
7,942
-2,136
-21% -$468K 1.65% 11
2020
Q2 		$1.89M Buy
10,078
+208
+2% +$35K 1.59% 16
2020
Q1 		$1.43M Buy
9,870
+351
+4% +$60.2K 1.49% 32
2019
Q4 		$1.69M Buy
9,519
+329
+4% +$51.6K 1.48% 33
2019
Q3 		$1.34M Sell
9,190
-56
-0.6% -$8.51K 1.28% 39
2019
Q2 		$1.44M Buy
9,246
+869
+10% +$136K 1.1% 35
2019
Q1 		$1.33M Buy
8,377
+73
+0.9% +$11.3K 1.34% 31
2018
Q4 		$1.14M Buy
8,304
+323
+4% +$44.4K 1.3% 30
2018
Q3 		$1.27M Buy
7,981
+1,324
+20% +$196K 1.26% 30
2018
Q2 		$908K Buy
6,657
+337
+5% +$43K 1.02% 35
2018
Q1 		$735K Sell
6,320
-758
-11% -$87K 0.59% 42
2017
Q4 		$724K Buy
+7,078
New +$721K 0.62% 43

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

Townsend & Associates's CRM Position: Q1 2025 in Review

Townsend & Associates sold out of Salesforce (CRM) in Q1 2025, closing a stake of 639 shares — an estimated $209K sold.

Townsend & Associates first reported a position in CRM in Q4 2017 and held it in 24 quarters. The position peaked at $2.83M in Q3 2021. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Townsend & Associates reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Townsend & Associates sold 639 Salesforce shares in Q1 2025, an estimated $209K.
  • Townsend & Associates first reported a position in Salesforce in Q4 2017 and held it in 24 quarters.
  • Townsend & Associates's Salesforce position peaked at $2.83M in Q3 2021.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Townsend & Associates's 13F filing for Q1 2025, filed 25 Apr 2025.