AF
CRM icon

Affiance Financial’s Salesforce CRM Stock Holding History

Affiance Financial’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
-734
Closed -$200K – 105
2025
Q2 		$200K Buy
+734
New +$196K 0.04% 102
2025
Q1 		– Sell
-753
Closed -$252K – 104
2024
Q4 		$252K Sell
753
-87
-10% -$27.8K 0.06% 95
2024
Q3 		$230K Hold
840
– – 0.06% 93
2024
Q2 		$216K Buy
840
+163
+24% +$43.6K 0.06% 95
2024
Q1 		$204K Buy
+677
New +$195K 0.06% 93
2023
Q1 		– Sell
-675
Closed -$89.5K – 161
2022
Q4 		$89.5K Buy
+675
New +$98.5K 0.04% 137

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

Affiance Financial's CRM Position: Q3 2025 in Review

Affiance Financial sold out of Salesforce (CRM) in Q3 2025, closing a stake of 734 shares — an estimated $200K sold.

Affiance Financial first reported a position in CRM in Q4 2022 and held it in 6 quarters. The position peaked at $252K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Affiance Financial reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Affiance Financial sold 734 Salesforce shares in Q3 2025, an estimated $200K.
  • Affiance Financial first reported a position in Salesforce in Q4 2022 and held it in 6 quarters.
  • Affiance Financial's Salesforce position peaked at $252K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Affiance Financial's 13F filing for Q3 2025, filed 14 Oct 2025.