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Bordeaux Wealth Advisors’s Salesforce CRM Stock Holding History

Bordeaux Wealth 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
Q2 		$984K Sell
3,607
-911
-20% -$244K 0.13% 56
2025
Q1 		$1.21M Sell
4,518
-146
-3% -$45.4K 0.22% 49
2024
Q4 		$1.56M Buy
4,664
+261
+6% +$83.3K 0.25% 44
2024
Q3 		$1.21M Sell
4,403
-2,092
-32% -$536K 0.22% 51
2024
Q2 		$1.67M Buy
6,495
+2,377
+58% +$636K 0.32% 41
2024
Q1 		$1.24M Sell
4,118
-396
-9% -$114K 0.41% 31
2023
Q4 		$1.19M Buy
4,514
+1,130
+33% +$256K 0.4% 34
2023
Q3 		$686K Sell
3,384
-213
-6% -$46K 0.28% 44
2023
Q2 		$760K Sell
3,597
-72
-2% -$14.7K 0.31% 39
2023
Q1 		$733K Buy
3,669
+164
+5% +$27.7K 0.38% 41
2022
Q4 		$465K Sell
3,505
-178
-5% -$26K 0.26% 54
2022
Q3 		$530K Sell
3,683
-204
-5% -$34.6K 0.33% 49
2022
Q2 		$642K Sell
3,887
-130
-3% -$23K 0.44% 40
2022
Q1 		$853K Buy
4,017
+285
+8% +$61.3K 0.46% 37
2021
Q4 		$948K Buy
3,732
+67
+2% +$18.8K 0.44% 39
2021
Q3 		$994K Buy
3,665
+60
+2% +$15.2K 0.56% 29
2021
Q2 		$881K Hold
3,605
– – 0.51% 32
2021
Q1 		$764K Hold
3,605
– – 0.53% 31
2020
Q4 		$802K Buy
+3,605
New +$877K 0.6% 25

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

Bordeaux Wealth Advisors's CRM Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Salesforce (CRM) stake by 20% in Q2 2025, selling an estimated $244K and leaving 3,607 shares worth $984K. The position accounts for 0.13% of the portfolio, ranked #56.

Bordeaux Wealth Advisors first reported a position in CRM in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.67M in Q2 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Bordeaux Wealth Advisors held 3,607 shares of Salesforce worth $984K as of Q2 2025.
  • Bordeaux Wealth Advisors sold 911 Salesforce shares in Q2 2025, an estimated $244K.
  • Salesforce made up 0.13% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #56 holding.
  • Bordeaux Wealth Advisors first reported a position in Salesforce in Q4 2020 and has held it in 19 quarters since.
  • Bordeaux Wealth Advisors's Salesforce position peaked at $1.67M in Q2 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.