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Willis Johnson & Associates’s Salesforce CRM Stock Holding History

Willis Johnson & Associates’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
-678
Closed -$227K – 172
2024
Q4 		$227K Sell
678
-649
-49% -$207K 0.02% 138
2024
Q3 		$363K Buy
1,327
+91
+7% +$23.3K 0.03% 113
2024
Q2 		$318K Buy
1,236
+299
+32% +$80K 0.03% 116
2024
Q1 		$282K Buy
937
+168
+22% +$48.5K 0.02% 118
2023
Q4 		$202K Buy
+769
New +$174K 0.02% 132

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

Willis Johnson & Associates's CRM Position: Q1 2025 in Review

Willis Johnson & Associates sold out of Salesforce (CRM) in Q1 2025, closing a stake of 678 shares — an estimated $227K sold.

Willis Johnson & Associates first reported a position in CRM in Q4 2023 and held it in 5 quarters. The position peaked at $363K in Q3 2024. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Willis Johnson & Associates reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Willis Johnson & Associates sold 678 Salesforce shares in Q1 2025, an estimated $227K.
  • Willis Johnson & Associates first reported a position in Salesforce in Q4 2023 and held it in 5 quarters.
  • Willis Johnson & Associates's Salesforce position peaked at $363K in Q3 2024.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Willis Johnson & Associates's 13F filing for Q1 2025, filed 15 May 2025.