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Austin Private Wealth’s Salesforce CRM Stock Holding History

Austin Private Wealth’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
Q4 		$466K Sell
1,759
-1,311
-43% -$326K 0.03% 182
2025
Q3 		$728K Buy
3,070
+508
+20% +$128K 0.06% 138
2025
Q2 		$699K Sell
2,562
-469
-15% -$125K 0.06% 140
2025
Q1 		$813K Buy
3,031
+84
+3% +$26.1K 0.07% 117
2024
Q4 		$985K Buy
2,947
+271
+10% +$86.5K 0.09% 86
2024
Q3 		$732K Sell
2,676
-11
-0.4% -$2.82K 0.07% 106
2024
Q2 		$691K Sell
2,687
-104
-4% -$27.8K 0.07% 96
2024
Q1 		$851K Buy
2,791
+655
+31% +$189K 0.1% 81
2023
Q4 		$562K Buy
2,136
+32
+2% +$7.24K 0.07% 94
2023
Q3 		$427K Buy
2,104
+138
+7% +$29.8K 0.06% 99
2023
Q2 		$415K Sell
1,966
-170
-8% -$34.7K 0.06% 105
2023
Q1 		$427K Buy
2,136
+263
+14% +$44.4K 0.07% 96
2022
Q4 		$248K Sell
1,873
-62
-3% -$9.05K 0.04% 130
2022
Q3 		$278K Buy
1,935
+222
+13% +$37.6K 0.06% 99
2022
Q2 		$283K Sell
1,713
-14
-0.8% -$2.47K 0.06% 103
2022
Q1 		$367K Buy
1,727
+44
+3% +$9.47K 0.07% 89
2021
Q4 		$428K Buy
1,683
+711
+73% +$200K 0.09% 81
2021
Q3 		$264K Buy
972
+105
+12% +$26.7K 0.06% 111
2021
Q2 		$212K Buy
+867
New +$200K 0.05% 118
2020
Q4 		– Sell
-834
Closed -$210K – 112
2020
Q3 		$210K Sell
834
-255
-23% -$55.8K 0.08% 88
2020
Q2 		$204K Buy
+1,089
New +$183K 0.09% 85

Other funds holding CRM

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Austin Private Wealth's CRM Position: Q4 2025 in Review

Austin Private Wealth reduced its Salesforce (CRM) stake by 43% in Q4 2025, selling an estimated $326K and leaving 1,759 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #182.

Austin Private Wealth first reported a position in CRM in Q2 2020 and has held it in 21 quarters since. The position peaked at $985K in Q4 2024. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Austin Private Wealth held 1,759 shares of Salesforce worth $466K as of Q4 2025.
  • Austin Private Wealth sold 1,311 Salesforce shares in Q4 2025, an estimated $326K.
  • Salesforce made up 0.03% of Austin Private Wealth's portfolio in Q4 2025, its #182 holding.
  • Austin Private Wealth first reported a position in Salesforce in Q2 2020 and has held it in 21 quarters since.
  • Austin Private Wealth's Salesforce position peaked at $985K in Q4 2024.
  • 2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.