Wolf Group Capital Advisors’s Salesforce CRM Stock Holding History

Wolf Group Capital Advisors’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	$1.87M	Sell	6,977 -546	-7%	-$170K	0.63%	49
2024 Q4	$1.59M	Hold	7,523	–	–	0.77%	47
2024 Q3	$1.59M	Buy	7,523 +341	+5%	+$87.3K	0.76%	48
2024 Q2	$1.85M	Sell	7,182 -341	-5%	-$91.2K	0.73%	46
2024 Q1	$1.59M	Hold	7,523	–	–	0.76%	48
2023 Q4	$1.59M	Buy	7,523 +204	+3%	+$46.2K	0.75%	48
2023 Q3	$1.48M	Sell	7,319 -215	-3%	-$46.5K	0.7%	50
2023 Q2	$1.6M	Sell	7,534 -866	-10%	-$177K	0.8%	44
2023 Q1	$1.68M	Sell	8,400 -671	-7%	-$113K	0.83%	41
2022 Q4	$1.2M	Sell	9,071 -226	-2%	-$33K	0.57%	62
2022 Q3	$1.34M	Sell	9,297 -8	-0.1%	-$1.36K	0.73%	54
2022 Q2	$1.54M	Sell	9,305 -493	-5%	-$87.1K	0.8%	49
2022 Q1	$2.08M	Sell	9,798 -20,502	-68%	-$4.41M	1.06%	32
2021 Q4	$7.7M	Buy	30,300 +20,382	+206%	+$5.73M	1.26%	23
2021 Q3	$2.69M	Sell	9,918 -36	-0.4%	-$9.14K	1.47%	21
2021 Q2	$2.43M	Buy	9,954 +378	+4%	+$87.1K	1.3%	23
2021 Q1	$2.03M	Buy	+9,576	New	+$2.13M	1.17%	31

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wolf Group Capital Advisors's CRM Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its Salesforce (CRM) stake by 7.3% in Q1 2025, selling an estimated $170K and leaving 6,977 shares worth $1.87M. The position accounts for 0.63% of the portfolio, ranked #49.

Wolf Group Capital Advisors first reported a position in CRM in Q1 2021 and has held it in 17 quarters since. The position peaked at $7.7M in Q4 2021. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Wolf Group Capital Advisors held 6,977 shares of Salesforce worth $1.87M as of Q1 2025.
Wolf Group Capital Advisors sold 546 Salesforce shares in Q1 2025, an estimated $170K.
Salesforce made up 0.63% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #49 holding.
Wolf Group Capital Advisors first reported a position in Salesforce in Q1 2021 and has held it in 17 quarters since.
Wolf Group Capital Advisors's Salesforce position peaked at $7.7M in Q4 2021.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.