BFAG
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Blackston Financial Advisory Group’s Salesforce CRM Stock Holding History

Blackston Financial Advisory 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
Q1 		– Sell
-1,446
Closed -$484K – 104
2024
Q4 		$484K Buy
1,446
+171
+13% +$54.6K 0.24% 64
2024
Q3 		$349K Buy
1,275
+205
+19% +$52.5K 0.18% 87
2024
Q2 		$275K Buy
+1,070
New +$286K 0.15% 57

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Blackston Financial Advisory Group's CRM Position: Q1 2025 in Review

Blackston Financial Advisory Group sold out of Salesforce (CRM) in Q1 2025, closing a stake of 1,446 shares — an estimated $484K sold.

Blackston Financial Advisory Group first reported a position in CRM in Q2 2024 and held it in 3 quarters. The position peaked at $484K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Blackston Financial Advisory Group reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 1,446 Salesforce shares in Q1 2025, an estimated $484K.
  • Blackston Financial Advisory Group first reported a position in Salesforce in Q2 2024 and held it in 3 quarters.
  • Blackston Financial Advisory Group's Salesforce position peaked at $484K in Q4 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.