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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 		– Sell
-6,500
Closed -$1.74M – 1538
2025
Q1 		$1.74M Buy
+6,500
New +$2.02M 0.02% 682

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
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.