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Bellwether Advisors’s Salesforce CRM Stock Holding History

Bellwether Advisors’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
Q3 		– Sell
-180
Closed -$49.1K – 227
2025
Q2 		$49.1K Buy
180
+119
+195% +$31.8K 0.01% 224
2025
Q1 		$16.4K Hold
61
– – ﹤0.01% 289
2024
Q4 		$20.4K Buy
+61
New +$19.5K ﹤0.01% 280
2022
Q4 		– Sell
-111
Closed -$16.2K – 469
2022
Q3 		$15K Buy
111
+108
+3,600% +$18.3K ﹤0.01% 236
2022
Q2 		$0 Sell
3
-32
-91% -$5.65K ﹤0.01% 437
2022
Q1 		$7K Buy
35
+3
+9% +$646 ﹤0.01% 328
2021
Q4 		$8K Hold
32
– – ﹤0.01% 349
2021
Q3 		$8K Buy
+32
New +$8.13K ﹤0.01% 322

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bellwether Advisors's CRM Position: Q3 2025 in Review

Bellwether Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 180 shares — an estimated $49.1K sold.

Bellwether Advisors first reported a position in CRM in Q3 2021 and held it in 8 quarters. The position peaked at $49.1K in Q2 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Bellwether Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 180 Salesforce shares in Q3 2025, an estimated $49.1K.
  • Bellwether Advisors first reported a position in Salesforce in Q3 2021 and held it in 8 quarters.
  • Bellwether Advisors's Salesforce position peaked at $49.1K in Q2 2025.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.