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Brendel Financial Advisors’s Salesforce CRM Stock Holding History

Brendel Financial 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
Q1 		– Sell
-6,234
Closed -$2.08M – 97
2024
Q4 		$2.08M Buy
+6,234
New +$1.99M 1.26% 37
2019
Q2 		– Sell
-11,262
Closed -$1.78M – 78
2019
Q1 		$1.78M Buy
+11,262
New +$1.75M 1.6% 32

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

Brendel Financial Advisors's CRM Position: Q1 2025 in Review

Brendel Financial Advisors sold out of Salesforce (CRM) in Q1 2025, closing a stake of 6,234 shares — an estimated $2.08M sold.

Brendel Financial Advisors first reported a position in CRM in Q1 2019 and held it in 2 quarters. The position peaked at $2.08M in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Brendel Financial Advisors reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 6,234 Salesforce shares in Q1 2025, an estimated $2.08M.
  • Brendel Financial Advisors first reported a position in Salesforce in Q1 2019 and held it in 2 quarters.
  • Brendel Financial Advisors's Salesforce position peaked at $2.08M in Q4 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Brendel Financial Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.