UAML
CRM icon

US Asset Management LLC’s Salesforce CRM Stock Holding History

US Asset Management LLC’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
-645
Closed -$216K – 124
2024
Q4 		$216K Sell
645
-36
-5% -$11.5K 0.19% 115
2024
Q3 		$233K Buy
+681
New +$174K 0.21% 108
2024
Q2 		– Sell
-681
Closed -$205K – 129
2024
Q1 		$205K Buy
+681
New +$196K 0.18% 128

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

US Asset Management LLC's CRM Position: Q1 2025 in Review

US Asset Management LLC sold out of Salesforce (CRM) in Q1 2025, closing a stake of 645 shares — an estimated $216K sold.

US Asset Management LLC first reported a position in CRM in Q1 2024 and held it in 3 quarters. The position peaked at $233K in Q3 2024. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • US Asset Management LLC reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • US Asset Management LLC sold 645 Salesforce shares in Q1 2025, an estimated $216K.
  • US Asset Management LLC first reported a position in Salesforce in Q1 2024 and held it in 3 quarters.
  • US Asset Management LLC's Salesforce position peaked at $233K in Q3 2024.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on US Asset Management LLC's 13F filing for Q1 2025, filed 29 Apr 2025.