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Brass Tax Wealth Management’s Salesforce CRM Stock Holding History

Brass Tax Wealth Management’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 		$342K Sell
1,443
-218
-13% -$55K 0.06% 164
2025
Q2 		$453K Buy
1,661
+31
+2% +$8.29K 0.09% 118
2025
Q1 		$438K Buy
1,630
+9
+0.6% +$2.8K 0.09% 111
2024
Q4 		$542K Buy
+1,621
New +$517K 0.11% 91

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

Brass Tax Wealth Management's CRM Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Salesforce (CRM) stake by 13% in Q3 2025, selling an estimated $55K and leaving 1,443 shares worth $342K. The position accounts for 0.06% of the portfolio, ranked #164.

Brass Tax Wealth Management first reported a position in CRM in Q4 2024 and has held it in 4 quarters since. The position peaked at $542K in Q4 2024. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Brass Tax Wealth Management held 1,443 shares of Salesforce worth $342K as of Q3 2025.
  • Brass Tax Wealth Management sold 218 Salesforce shares in Q3 2025, an estimated $55K.
  • Salesforce made up 0.06% of Brass Tax Wealth Management's portfolio in Q3 2025, its #164 holding.
  • Brass Tax Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 4 quarters since.
  • Brass Tax Wealth Management's Salesforce position peaked at $542K in Q4 2024.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.