AFW
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Avantra Family Wealth’s Salesforce CRM Stock Holding History

Avantra Family 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
Q2 		– Sell
-1,459
Closed -$392K – 136
2025
Q1 		$392K Buy
1,459
+741
+103% +$230K 0.38% 94
2024
Q4 		$240K Buy
+718
New +$229K 0.22% 132

Other funds holding CRM

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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 $1.56T 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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantra Family Wealth's CRM Position: Q2 2025 in Review

Avantra Family Wealth sold out of Salesforce (CRM) in Q2 2025, closing a stake of 1,459 shares — an estimated $392K sold.

Avantra Family Wealth first reported a position in CRM in Q4 2024 and held it in 2 quarters. The position peaked at $392K in Q1 2025. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Avantra Family Wealth reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Avantra Family Wealth sold 1,459 Salesforce shares in Q2 2025, an estimated $392K.
  • Avantra Family Wealth first reported a position in Salesforce in Q4 2024 and held it in 2 quarters.
  • Avantra Family Wealth's Salesforce position peaked at $392K in Q1 2025.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Avantra Family Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.