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ABLE Financial Group’s Salesforce CRM Stock Holding History

ABLE Financial Group’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 		– Sell
-755
Closed -$206K – 209
2025
Q2 		$206K Buy
+755
New +$202K 0.05% 201
2025
Q1 		– Sell
-748
Closed -$250K – 200
2024
Q4 		$250K Sell
748
-29
-4% -$9.26K 0.07% 167
2024
Q3 		$213K Buy
+777
New +$199K 0.07% 181
2024
Q2 		– Sell
-850
Closed -$256K – 173
2024
Q1 		$256K Buy
850
+65
+8% +$18.8K 0.1% 135
2023
Q4 		$207K Buy
+785
New +$178K 0.09% 143

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

ABLE Financial Group's CRM Position: Q3 2025 in Review

ABLE Financial Group sold out of Salesforce (CRM) in Q3 2025, closing a stake of 755 shares — an estimated $206K sold.

ABLE Financial Group first reported a position in CRM in Q4 2023 and held it in 5 quarters. The position peaked at $256K in Q1 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • ABLE Financial Group reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • ABLE Financial Group sold 755 Salesforce shares in Q3 2025, an estimated $206K.
  • ABLE Financial Group first reported a position in Salesforce in Q4 2023 and held it in 5 quarters.
  • ABLE Financial Group's Salesforce position peaked at $256K in Q1 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on ABLE Financial Group's 13F filing for Q3 2025, filed 10 Oct 2025.