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Warther Private Wealth’s Salesforce CRM Stock Holding History

Warther Private 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 		– Sell
-843
Closed -$282K – 70
2024
Q4 		$282K Sell
843
-74
-8% -$23.6K 0.09% 67
2024
Q3 		$251K Sell
917
-100
-10% -$25.6K 0.09% 76
2024
Q2 		$261K Hold
1,017
– – 0.1% 69
2024
Q1 		$306K Buy
+1,017
New +$293K 0.14% 46
2022
Q2 		– Sell
-3,152
Closed -$669K – 113
2022
Q1 		$669K Buy
3,152
+224
+8% +$48.2K 0.44% 65
2021
Q4 		$748K Buy
2,928
+39
+1% +$11K 0.56% 50
2021
Q3 		$795K Buy
2,889
+194
+7% +$49.3K 0.71% 39
2021
Q2 		$660K Buy
+2,695
New +$621K 0.64% 44

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

Warther Private Wealth's CRM Position: Q1 2025 in Review

Warther Private Wealth sold out of Salesforce (CRM) in Q1 2025, closing a stake of 843 shares — an estimated $282K sold.

Warther Private Wealth first reported a position in CRM in Q2 2021 and held it in 8 quarters. The position peaked at $795K in Q3 2021. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Warther Private Wealth reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Warther Private Wealth sold 843 Salesforce shares in Q1 2025, an estimated $282K.
  • Warther Private Wealth first reported a position in Salesforce in Q2 2021 and held it in 8 quarters.
  • Warther Private Wealth's Salesforce position peaked at $795K in Q3 2021.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Warther Private Wealth's 13F filing for Q1 2025, filed 17 Apr 2025.