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Beverly Hills Private Wealth’s Salesforce CRM Stock Holding History

Beverly Hills 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
Q3 		– Sell
-1,716
Closed -$468K – 348
2025
Q2 		$468K Buy
1,716
+39
+2% +$10.4K 0.09% 183
2025
Q1 		$450K Buy
1,677
+93
+6% +$28.9K 0.09% 189
2024
Q4 		$530K Sell
1,584
-65
-4% -$20.7K 0.11% 164
2024
Q3 		$451K Sell
1,649
-47
-3% -$12K 0.09% 202
2024
Q2 		$436K Buy
1,696
+726
+75% +$194K 0.09% 201
2024
Q1 		$292K Sell
970
-14
-1% -$4.04K 0.07% 286
2023
Q4 		$259K Sell
984
-134
-12% -$30.3K 0.07% 276
2023
Q3 		$227K Sell
1,118
-625
-36% -$135K 0.07% 261
2023
Q2 		$374K Buy
+1,743
New +$356K 0.06% 266

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

Beverly Hills Private Wealth's CRM Position: Q3 2025 in Review

Beverly Hills Private Wealth sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,716 shares — an estimated $468K sold.

Beverly Hills Private Wealth first reported a position in CRM in Q2 2023 and held it in 9 quarters. The position peaked at $530K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Beverly Hills Private Wealth reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,716 Salesforce shares in Q3 2025, an estimated $468K.
  • Beverly Hills Private Wealth first reported a position in Salesforce in Q2 2023 and held it in 9 quarters.
  • Beverly Hills Private Wealth's Salesforce position peaked at $530K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.