Alpha Wealth Funds’s Salesforce CRM Stock Holding History

Alpha Wealth Funds’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	-800	Closed	-$218K	–	51
2025 Q2	$218K	Buy	+800	New	+$214K	0.18%	36
2025 Q1	–	Sell	-2,600	Closed	-$869K	–	46
2024 Q4	$869K	Buy	+2,600	New	+$830K	0.84%	22

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alpha Wealth Funds's CRM Position: Q3 2025 in Review

Alpha Wealth Funds sold out of Salesforce (CRM) in Q3 2025, closing a stake of 800 shares — an estimated $218K sold.

Alpha Wealth Funds first reported a position in CRM in Q4 2024 and held it in 2 quarters. The position peaked at $869K in Q4 2024. 2,810 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Alpha Wealth Funds reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Alpha Wealth Funds sold 800 Salesforce shares in Q3 2025, an estimated $218K.
Alpha Wealth Funds first reported a position in Salesforce in Q4 2024 and held it in 2 quarters.
Alpha Wealth Funds's Salesforce position peaked at $869K in Q4 2024.
2,810 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Alpha Wealth Funds's 13F filing for Q3 2025, filed 14 Oct 2025.