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Transform Wealth’s Salesforce CRM Stock Holding History

Transform Wealth’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 		$14.9M Buy
55,565
+1,617
+3% +$503K 0.9% 33
2024
Q4 		$18.1M Buy
53,948
+3,783
+8% +$1.21M 1% 21
2024
Q3 		$13.8M Buy
+50,165
New +$12.8M 0.91% 22
2022
Q2 		– Sell
-31,145
Closed -$6.61M – 205
2022
Q1 		$6.61M Buy
31,145
+2,711
+10% +$583K 0.74% 48
2021
Q4 		$7.23M Buy
28,434
+14
+0% +$3.93K 0.75% 48
2021
Q3 		$7.71M Buy
28,420
+188
+0.7% +$47.7K 0.88% 42
2021
Q2 		$6.9M Buy
28,232
+9,213
+48% +$2.12M 0.84% 46
2021
Q1 		$4.03M Sell
19,019
-126
-0.7% -$28.1K 0.81% 44
2020
Q4 		$4.26M Sell
19,145
-8,069
-30% -$1.96M 0.89% 38
2020
Q3 		$6.84M Sell
27,214
-1,118
-4% -$245K 1.1% 28
2020
Q2 		$5.31M Buy
28,332
+822
+3% +$139K 0.91% 41
2020
Q1 		$3.96M Buy
+27,510
New +$4.72M 0.84% 45
2017
Q1 		– Sell
-11,139
Closed -$763K – 217
2016
Q4 		$763K Buy
11,139
+785
+8% +$57K 0.3% 112
2016
Q3 		$739K Buy
+10,354
New +$808K 0.32% 101

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

Transform Wealth's CRM Position: Q1 2025 in Review

Transform Wealth increased its Salesforce (CRM) stake by 3% in Q1 2025, buying an estimated $503K and bringing the position to 55,565 shares worth $14.9M. The position accounts for 0.9% of the portfolio, ranked #33.

Transform Wealth first reported a position in CRM in Q3 2016 and has held it in 14 quarters since. The position peaked at $18.1M in Q4 2024. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Transform Wealth held 55,565 shares of Salesforce worth $14.9M as of Q1 2025.
  • Transform Wealth bought 1,617 Salesforce shares in Q1 2025, an estimated $503K.
  • Salesforce made up 0.9% of Transform Wealth's portfolio in Q1 2025, its #33 holding.
  • Transform Wealth first reported a position in Salesforce in Q3 2016 and has held it in 14 quarters since.
  • Transform Wealth's Salesforce position peaked at $18.1M in Q4 2024.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.