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Worth Asset Management’s Salesforce CRM Stock Holding History

Worth Asset 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
-8,410
Closed -$2.81M – 143
2024
Q4 		$2.81M Buy
+8,410
New +$2.68M 1.5% 12
2024
Q2 		– Sell
-7,785
Closed -$2.34M – 140
2024
Q1 		$2.34M Sell
7,785
-178
-2% -$51.4K 1.44% 18
2023
Q4 		$2.1M Buy
+7,963
New +$1.8M 1.5% 19
2023
Q3 		– Sell
-706
Closed -$149K – 154
2023
Q2 		$149K Buy
706
+622
+740% +$127K 0.11% 107
2023
Q1 		$16.8K Buy
+84
New +$14.2K 0.01% 278
2022
Q4 		– Sell
-100
Closed -$14K – 479
2022
Q3 		$14K Sell
100
-36
-26% -$6.1K 0.01% 246
2022
Q2 		$23K Hold
136
– – 0.02% 276
2022
Q1 		$22K Buy
+136
New +$29.3K 0.01% 292

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

Worth Asset Management's CRM Position: Q1 2025 in Review

Worth Asset Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 8,410 shares — an estimated $2.81M sold.

Worth Asset Management first reported a position in CRM in Q1 2022 and held it in 8 quarters. The position peaked at $2.81M in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Worth Asset Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Worth Asset Management sold 8,410 Salesforce shares in Q1 2025, an estimated $2.81M.
  • Worth Asset Management first reported a position in Salesforce in Q1 2022 and held it in 8 quarters.
  • Worth Asset Management's Salesforce position peaked at $2.81M in Q4 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Worth Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.