Altus Wealth Group’s Salesforce CRM Stock Holding History

Altus Wealth Group’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	-736	Closed	-$201K	–	144
2025 Q2	$201K	Sell	736 -67	-8%	-$17.9K	0.09%	133
2025 Q1	$216K	Buy	803 +90	+13%	+$28K	0.1%	124
2024 Q4	$238K	Buy	+713	New	+$228K	0.11%	126
2024 Q2	–	Sell	-729	Closed	-$220K	–	135
2024 Q1	$220K	Buy	+729	New	+$210K	0.11%	124
2022 Q4	–	Sell	-937	Closed	-$254K	–	143
2022 Q3	$254K	Hold	937	–	–	0.25%	91
2022 Q2	$254K	Sell	937 -29	-3%	-$5.12K	0.25%	91
2022 Q1	$205K	Buy	966 +29	+3%	+$6.24K	0.17%	108
2021 Q4	$238K	Hold	937	–	–	0.2%	102
2021 Q3	$254K	Buy	937 +9	+1%	+$2.29K	0.25%	91
2021 Q2	$227K	Sell	928 -21	-2%	-$4.84K	0.22%	99
2021 Q1	$206K	Buy	949 +458	+93%	+$102K	0.2%	100
2020 Q4	$109K	Buy	+491	New	+$119K	0.1%	130

Other funds holding CRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Altus Wealth Group's CRM Position: Q3 2025 in Review

Altus Wealth Group sold out of Salesforce (CRM) in Q3 2025, closing a stake of 736 shares — an estimated $201K sold.

Altus Wealth Group first reported a position in CRM in Q4 2020 and held it in 12 quarters. The position peaked at $254K in Q3 2022. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Altus Wealth Group reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Altus Wealth Group sold 736 Salesforce shares in Q3 2025, an estimated $201K.
Altus Wealth Group first reported a position in Salesforce in Q4 2020 and held it in 12 quarters.
Altus Wealth Group's Salesforce position peaked at $254K in Q3 2022.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Altus Wealth Group's 13F filing for Q3 2025, filed 21 Oct 2025.