Atria Wealth Solutions’s Salesforce CRM Stock Holding History

Atria Wealth Solutions’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 Q2	$5.67M	Sell	20,770 -25,070	-55%	-$6.7M	0.13%	191
2025 Q1	$12.3M	Buy	45,840 +104	+0.2%	+$32.3K	0.15%	147
2024 Q4	$15.3M	Buy	45,736 +818	+2%	+$261K	0.17%	126
2024 Q3	$12.3M	Sell	44,918 -6,776	-13%	-$1.74M	0.13%	166
2024 Q2	$13.3M	Sell	51,694 -1,827	-3%	-$489K	0.15%	147
2024 Q1	$16.1M	Sell	53,521 -2,153	-4%	-$621K	0.18%	116
2023 Q4	$14.7M	Sell	55,674 -6,067	-10%	-$1.37M	0.18%	118
2023 Q3	$12.5M	Sell	61,741 -1,987	-3%	-$429K	0.18%	125
2023 Q2	$13.5M	Buy	63,728 +7,495	+13%	+$1.53M	0.18%	119
2023 Q1	$11.2M	Sell	56,233 -498	-0.9%	-$84.1K	0.17%	133
2022 Q4	$7.52M	Sell	56,731 -5,122	-8%	-$747K	0.12%	182
2022 Q3	$8.9M	Buy	61,853 +26,451	+75%	+$4.49M	0.15%	145
2022 Q2	$5.84M	Sell	35,402 -3,697	-9%	-$653K	0.12%	200
2022 Q1	$8.3M	Buy	+39,099	New	+$8.41M	0.14%	157

Other funds holding CRM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Capital International Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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