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Transcendent Capital Group’s Salesforce CRM Stock Holding History

Transcendent Capital 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
-1,496
Closed -$500K – 150
2024
Q4 		$500K Buy
1,496
+1,257
+526% +$401K 0.26% 65
2024
Q3 		$65.4K Sell
239
-115
-32% -$29.5K 0.03% 184
2024
Q2 		$91K Sell
354
-329
-48% -$88K 0.05% 138
2024
Q1 		$206K Sell
683
-1,934
-74% -$558K 0.12% 91
2023
Q4 		$689K Buy
+2,617
New +$592K 0.46% 47

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

Transcendent Capital Group's CRM Position: Q1 2025 in Review

Transcendent Capital Group sold out of Salesforce (CRM) in Q1 2025, closing a stake of 1,496 shares — an estimated $500K sold.

Transcendent Capital Group first reported a position in CRM in Q4 2023 and held it in 5 quarters. The position peaked at $689K in Q4 2023. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Transcendent Capital Group reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 1,496 Salesforce shares in Q1 2025, an estimated $500K.
  • Transcendent Capital Group first reported a position in Salesforce in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's Salesforce position peaked at $689K in Q4 2023.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.