WRM
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Weybosset Research & Management’s Salesforce CRM Stock Holding History

Weybosset Research & Management’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
-1,075
Closed -$359K – 40
2024
Q4 		$359K Hold
1,075
– – 0.12% 31
2024
Q3 		$294K Buy
1,075
+70
+7% +$17.9K 0.1% 38
2024
Q2 		$258K Buy
1,005
+10
+1% +$2.68K 0.1% 37
2024
Q1 		$12.8K Sell
995
-50
-5% -$14.4K 4.44% 10
2023
Q4 		$275K Buy
1,045
+50
+5% +$11.3K 0.1% 34
2023
Q3 		$202K Hold
995
– – 0.08% 40
2023
Q2 		$210K Sell
995
-620
-38% -$127K 0.08% 39
2023
Q1 		$323K Buy
1,615
+40
+3% +$6.76K 0.12% 39
2022
Q4 		$209K Hold
1,575
– – 0.08% 54
2022
Q3 		$227K Buy
1,575
+125
+9% +$21.2K 0.1% 47
2022
Q2 		$264K Buy
+1,450
New +$256K 0.13% 36
2021
Q4 		$426K Sell
1,675
-75
-4% -$21.1K 0.16% 33
2021
Q3 		$475K Buy
1,750
+125
+8% +$31.7K 0.19% 29
2021
Q2 		$397K Buy
1,625
+150
+10% +$34.6K 0.16% 32
2021
Q1 		$313K Hold
1,475
– – 0.13% 44
2020
Q4 		$328K Sell
1,475
-100
-6% -$24.3K 0.15% 40
2020
Q3 		$396K Sell
1,575
-1,050
-40% -$230K 0.22% 33
2020
Q2 		$492K Buy
2,625
+1,000
+62% +$168K 0.29% 32
2020
Q1 		$224K Hold
1,625
– – 0.16% 48
2019
Q4 		$264K Buy
+1,625
New +$255K 0.14% 51

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

Weybosset Research & Management's CRM Position: Q1 2025 in Review

Weybosset Research & Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 1,075 shares — an estimated $359K sold.

Weybosset Research & Management first reported a position in CRM in Q4 2019 and held it in 20 quarters. The position peaked at $492K in Q2 2020. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Weybosset Research & Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Weybosset Research & Management sold 1,075 Salesforce shares in Q1 2025, an estimated $359K.
  • Weybosset Research & Management first reported a position in Salesforce in Q4 2019 and held it in 20 quarters.
  • Weybosset Research & Management's Salesforce position peaked at $492K in Q2 2020.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Weybosset Research & Management's 13F filing for Q1 2025, filed 9 Apr 2025.