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Aletheian Wealth Advisors’s Salesforce CRM Stock Holding History

Aletheian Wealth Advisors’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 		$204K Buy
862
+3
+0.3% +$757 0.09% 95
2025
Q2 		$234K Buy
+859
New +$230K 0.12% 86
2025
Q1 		– Sell
-660
Closed -$221K – 97
2024
Q4 		$221K Buy
+660
New +$211K 0.13% 75
2024
Q3 		– Sell
-786
Closed -$202K – 84
2024
Q2 		$202K Buy
+786
New +$210K 0.11% 84

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

Aletheian Wealth Advisors's CRM Position: Q3 2025 in Review

Aletheian Wealth Advisors increased its Salesforce (CRM) stake by 0.35% in Q3 2025, buying an estimated $757 and bringing the position to 862 shares worth $204K. The position accounts for 0.09% of the portfolio, ranked #95.

Aletheian Wealth Advisors first reported a position in CRM in Q2 2024 and has held it in 4 quarters since. The position peaked at $234K in Q2 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Aletheian Wealth Advisors held 862 shares of Salesforce worth $204K as of Q3 2025.
  • Aletheian Wealth Advisors bought 3 Salesforce shares in Q3 2025, an estimated $757.
  • Salesforce made up 0.09% of Aletheian Wealth Advisors's portfolio in Q3 2025, its #95 holding.
  • Aletheian Wealth Advisors first reported a position in Salesforce in Q2 2024 and has held it in 4 quarters since.
  • Aletheian Wealth Advisors's Salesforce position peaked at $234K in Q2 2025.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

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