BOLTON SECURITIES CORPORATION’s Salesforce CRM Stock Holding History

BOLTON SECURITIES CORPORATION’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	$5.29M	Buy	+19,707	New	+$6.13M	0.31%	76

Other funds holding CRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BOLTON SECURITIES CORPORATION's CRM Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Salesforce (CRM) in Q1 2025: 19,707 shares worth $5.29M. The stake represents 0.31% of the portfolio and ranks #76 among its holdings.

2,960 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

BOLTON SECURITIES CORPORATION held 19,707 shares of Salesforce worth $5.29M as of Q1 2025.
Salesforce was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Salesforce made up 0.31% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #76 holding.
2,960 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.