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AllSquare Wealth Management’s Salesforce CRM Stock Holding History

AllSquare 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 		$87.2K Sell
368
-750
-67% -$189K 0.05% 168
2025
Q2 		$305K Sell
1,118
-322
-22% -$86.1K 0.17% 79
2025
Q1 		$386K Hold
1,440
– – 0.23% 65
2024
Q4 		$481K Buy
1,440
+16
+1% +$5.11K 0.28% 56
2024
Q3 		$390K Hold
1,424
– – 0.22% 63
2024
Q2 		$366K Buy
1,424
+100
+8% +$26.8K 0.22% 62
2024
Q1 		$399K Hold
1,324
– – 0.23% 62
2023
Q4 		$348K Buy
1,324
+105
+9% +$23.8K 0.21% 68
2023
Q3 		$247K Sell
1,219
-77
-6% -$16.6K 0.16% 88
2023
Q2 		$284K Hold
1,296
– – 0.18% 77
2023
Q1 		$259K Buy
1,296
+250
+24% +$42.2K 0.17% 82
2022
Q4 		$139K Sell
1,046
-415
-28% -$60.6K 0.1% 111
2022
Q3 		$210K Hold
1,461
– – 0.15% 82
2022
Q2 		$241K Buy
1,461
+50
+4% +$8.84K 0.16% 82
2022
Q1 		$300K Buy
1,411
+353
+33% +$76K 0.18% 77
2021
Q4 		$269K Hold
1,058
– – 0.16% 84
2021
Q3 		$287K Sell
1,058
-150
-12% -$38.1K 0.17% 74
2021
Q2 		$295K Buy
1,208
+15
+1% +$3.46K 0.17% 77
2021
Q1 		$253K Buy
1,193
+775
+185% +$173K 0.16% 82
2020
Q4 		$93K Hold
418
– – 0.06% 143
2020
Q3 		$105K Sell
418
-50
-11% -$10.9K 0.08% 125
2020
Q2 		$88K Buy
468
+100
+27% +$16.9K 0.07% 132
2020
Q1 		$53K Hold
368
– – 0.05% 154
2019
Q4 		$60K Hold
368
– – 0.04% 168
2019
Q3 		$55K Hold
368
– – 0.04% 173
2019
Q2 		$56K Buy
368
+100
+37% +$15.7K 0.04% 173
2019
Q1 		$42K Buy
268
+200
+294% +$31K 0.03% 212
2018
Q4 		$9K Buy
68
+28
+70% +$3.85K 0.01% 322
2018
Q3 		$6K Hold
40
– – ﹤0.01% 389
2018
Q2 		$5K Buy
+40
New +$5.1K ﹤0.01% 400

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

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

AllSquare Wealth Management reduced its Salesforce (CRM) stake by 67% in Q3 2025, selling an estimated $189K and leaving 368 shares worth $87.2K. The position accounts for 0.05% of the portfolio, ranked #168.

AllSquare Wealth Management first reported a position in CRM in Q2 2018 and has held it in 30 quarters since. The position peaked at $481K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • AllSquare Wealth Management held 368 shares of Salesforce worth $87.2K as of Q3 2025.
  • AllSquare Wealth Management sold 750 Salesforce shares in Q3 2025, an estimated $189K.
  • Salesforce made up 0.05% of AllSquare Wealth Management's portfolio in Q3 2025, its #168 holding.
  • AllSquare Wealth Management first reported a position in Salesforce in Q2 2018 and has held it in 30 quarters since.
  • AllSquare Wealth Management's Salesforce position peaked at $481K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.