AWM
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Accredited Wealth Management’s Salesforce CRM Stock Holding History

Accredited 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 		$19K Sell
50
-30
-38% -$7.57K 0.01% 200
2025
Q2 		$21.8K Hold
80
– – 0.02% 197
2025
Q1 		$21.5K Hold
80
– – 0.02% 174
2024
Q4 		$26.8K Buy
+80
New +$25.5K 0.02% 176

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

Accredited Wealth Management's CRM Position: Q3 2025 in Review

Accredited Wealth Management reduced its Salesforce (CRM) stake by 38% in Q3 2025, selling an estimated $7.57K and leaving 50 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #200.

Accredited Wealth Management first reported a position in CRM in Q4 2024 and has held it in 4 quarters since. The position peaked at $26.8K in Q4 2024. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Accredited Wealth Management held 50 shares of Salesforce worth $19K as of Q3 2025.
  • Accredited Wealth Management sold 30 Salesforce shares in Q3 2025, an estimated $7.57K.
  • Salesforce made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #200 holding.
  • Accredited Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Salesforce position peaked at $26.8K in Q4 2024.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.