1858 Wealth Management’s Salesforce CRM Stock Holding History

1858 Wealth 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 Q2	–	Sell	-862	Closed	-$231K	–	119
2025 Q1	$231K	Sell	862 -96	-10%	-$29.9K	0.2%	102
2024 Q4	$320K	Buy	958 +41	+4%	+$13.1K	0.25%	82
2024 Q3	$251K	Hold	917	–	–	0.21%	96
2024 Q2	$236K	Sell	917 -148	-14%	-$39.6K	0.2%	102
2024 Q1	$280K	Hold	1,065	–	–	0.27%	86
2023 Q4	$280K	Buy	+1,065	New	+$241K	0.27%	86

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1858 Wealth Management's CRM Position: Q2 2025 in Review

1858 Wealth Management sold out of Salesforce (CRM) in Q2 2025, closing a stake of 862 shares — an estimated $231K sold.

1858 Wealth Management first reported a position in CRM in Q4 2023 and held it in 6 quarters. The position peaked at $320K in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

1858 Wealth Management reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
1858 Wealth Management sold 862 Salesforce shares in Q2 2025, an estimated $231K.
1858 Wealth Management first reported a position in Salesforce in Q4 2023 and held it in 6 quarters.
1858 Wealth Management's Salesforce position peaked at $320K in Q4 2024.
2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on 1858 Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.