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Astoria Portfolio Advisors’s Salesforce CRM Stock Holding History

Astoria Portfolio 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 		– Sell
-1,116
Closed -$299K – 277
2025
Q2 		$299K Buy
1,116
+31
+3% +$8.29K 0.08% 188
2025
Q1 		$272K Sell
1,085
-102
-9% -$31.7K 0.09% 176
2024
Q4 		$384K Sell
1,187
-77
-6% -$24.6K 0.14% 131
2024
Q3 		$364K Buy
1,264
+148
+13% +$37.9K 0.12% 128
2024
Q2 		$287K Buy
1,116
+111
+11% +$29.7K 0.1% 137
2024
Q1 		$274K Buy
+1,005
New +$290K 0.11% 134

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

Astoria Portfolio Advisors's CRM Position: Q3 2025 in Review

Astoria Portfolio Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,116 shares — an estimated $299K sold.

Astoria Portfolio Advisors first reported a position in CRM in Q1 2024 and held it in 6 quarters. The position peaked at $384K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Astoria Portfolio Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 1,116 Salesforce shares in Q3 2025, an estimated $299K.
  • Astoria Portfolio Advisors first reported a position in Salesforce in Q1 2024 and held it in 6 quarters.
  • Astoria Portfolio Advisors's Salesforce position peaked at $384K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.