BWG
CRM icon

Berry Wealth Group’s Salesforce CRM Stock Holding History

Berry Wealth Group’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
-2,019
Closed -$551K – 48
2025
Q2 		$551K Sell
2,019
-534
-21% -$143K 0.39% 41
2025
Q1 		$685K Buy
2,553
+611
+31% +$190K 0.54% 37
2024
Q4 		$649K Buy
1,942
+87
+5% +$27.8K 0.47% 37
2024
Q3 		$508K Buy
1,855
+6
+0.3% +$1.54K 0.36% 40
2024
Q2 		$475K Buy
1,849
+180
+11% +$48.2K 0.38% 40
2024
Q1 		$503K Sell
1,669
-487
-23% -$141K 0.42% 35
2023
Q4 		$567K Buy
+2,156
New +$488K 0.52% 33

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

Berry Wealth Group's CRM Position: Q3 2025 in Review

Berry Wealth Group sold out of Salesforce (CRM) in Q3 2025, closing a stake of 2,019 shares — an estimated $551K sold.

Berry Wealth Group first reported a position in CRM in Q4 2023 and held it in 7 quarters. The position peaked at $685K in Q1 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Berry Wealth Group reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 2,019 Salesforce shares in Q3 2025, an estimated $551K.
  • Berry Wealth Group first reported a position in Salesforce in Q4 2023 and held it in 7 quarters.
  • Berry Wealth Group's Salesforce position peaked at $685K in Q1 2025.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.