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	–	Sell	-200	Closed	-$47.4K	–	303
2025 Q3	$47.4K	Buy	+200	New	+$50.4K	﹤0.01%	313
2022 Q1	–	Sell	-1,100	Closed	-$280K	–	163
2021 Q4	$280K	Buy	1,100 +200	+22%	+$56.2K	0.06%	118
2021 Q3	$244K	Buy	+900	New	+$229K	0.05%	114

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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.