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WMS Partners’s Salesforce CRM Stock Holding History

WMS Partners’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
-1,641
Closed -$549K – 59
2024
Q4 		$549K Buy
1,641
+100
+6% +$31.9K 0.03% 171
2024
Q3 		$422K Buy
1,541
+43
+3% +$11K 0.02% 198
2024
Q2 		$385K Buy
1,498
+179
+14% +$47.9K 0.02% 182
2024
Q1 		$397K Buy
1,319
+132
+11% +$38.1K 0.03% 187
2023
Q4 		$312K Sell
1,187
-21
-2% -$4.75K 0.02% 207
2023
Q3 		$245K Sell
1,208
-313
-21% -$67.6K 0.02% 229
2023
Q2 		$321K Sell
1,521
-129
-8% -$26.3K 0.03% 208
2023
Q1 		$330K Sell
1,650
-70
-4% -$11.8K 0.03% 196
2022
Q4 		$228K Hold
1,720
– – 0.02% 236
2022
Q3 		$247K Sell
1,720
-131
-7% -$22.2K 0.03% 206
2022
Q2 		$305K Buy
1,851
+259
+16% +$45.8K 0.05% 180
2022
Q1 		$338K Buy
1,592
+70
+5% +$15.1K 0.05% 173
2021
Q4 		$387K Buy
1,522
+93
+7% +$26.1K 0.08% 138
2021
Q3 		$388K Buy
1,429
+289
+25% +$73.4K 0.06% 180
2021
Q2 		$278K Buy
1,140
+5
+0.4% +$1.15K 0.04% 211
2021
Q1 		$240K Sell
1,135
-608
-35% -$135K 0.05% 200
2020
Q4 		$388K Buy
1,743
+51
+3% +$12.4K 0.07% 157
2020
Q3 		$425K Sell
1,692
-35
-2% -$7.66K 0.08% 133
2020
Q2 		$324K Hold
1,727
– – 0.07% 157
2020
Q1 		$249K Sell
1,727
-141
-8% -$24.2K 0.07% 158
2019
Q4 		$304K Hold
1,868
– – 0.07% 179
2019
Q3 		$277K Buy
+1,868
New +$284K 0.07% 185
2018
Q4 		– Sell
-1,589
Closed -$253K – 193
2018
Q3 		$253K Hold
1,589
– – 0.03% 188
2018
Q2 		$217K Buy
+1,589
New +$203K 0.03% 201

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

WMS Partners's CRM Position: Q1 2025 in Review

WMS Partners sold out of Salesforce (CRM) in Q1 2025, closing a stake of 1,641 shares — an estimated $549K sold.

WMS Partners first reported a position in CRM in Q2 2018 and held it in 24 quarters. The position peaked at $549K in Q4 2024. 2,946 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • WMS Partners reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 1,641 Salesforce shares in Q1 2025, an estimated $549K.
  • WMS Partners first reported a position in Salesforce in Q2 2018 and held it in 24 quarters.
  • WMS Partners's Salesforce position peaked at $549K in Q4 2024.
  • 2,946 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.