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Abich Financial Wealth Management’s Salesforce CRM Stock Holding History

Abich Financial 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
Q3 		$9.95K Buy
+42
New +$10.6K ﹤0.01% 465
2024
Q3 		– Sell
-28
Closed -$7.2K – 474
2024
Q2 		$7.2K Buy
28
+2
+8% +$535 ﹤0.01% 300
2024
Q1 		$7.83K Buy
26
+8
+44% +$2.31K 0.01% 238
2023
Q4 		$4.74K Buy
+18
New +$4.07K ﹤0.01% 258

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Abich Financial Wealth Management's CRM Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Salesforce (CRM) in Q3 2025: 42 shares worth $9.95K. The stake represents ﹤0.01% of the portfolio and ranks #465 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in CRM as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in CRM in Q4 2023 and has held it in 4 quarters since. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Abich Financial Wealth Management held 42 shares of Salesforce worth $9.95K as of Q3 2025.
  • Salesforce was a new Abich Financial Wealth Management position in Q3 2025.
  • Salesforce made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #465 holding.
  • Abich Financial Wealth Management first reported a position in Salesforce in Q4 2023 and has held it in 4 quarters since.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.