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	0.11%	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 $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

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Atria Wealth Solutions's CRM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Salesforce (CRM) stake by 55% in Q2 2025, selling an estimated $6.7M and leaving 20,770 shares worth $5.67M. The position accounts for 0.13% of the portfolio, ranked #191.

Atria Wealth Solutions first reported a position in CRM in Q1 2022 and has held it in 14 quarters since. The position peaked at $16.1M in Q1 2024. 2,959 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Atria Wealth Solutions held 20,770 shares of Salesforce worth $5.67M as of Q2 2025.
Atria Wealth Solutions sold 25,070 Salesforce shares in Q2 2025, an estimated $6.7M.
Salesforce made up 0.13% of Atria Wealth Solutions's portfolio in Q2 2025, its #191 holding.
Atria Wealth Solutions first reported a position in Salesforce in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Salesforce position peaked at $16.1M in Q1 2024.
2,959 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.