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Cahill Financial Advisors’s Salesforce CRM Stock Holding History

Cahill 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
Q3 		– Sell
-763
Closed -$208K – 291
2025
Q2 		$208K Sell
763
-65
-8% -$17.4K 0.03% 268
2025
Q1 		$222K Buy
828
+23
+3% +$7.15K 0.03% 245
2024
Q4 		$269K Sell
805
-210
-21% -$67K 0.04% 229
2024
Q3 		$278K Buy
1,015
+212
+26% +$54.3K 0.04% 221
2024
Q2 		$206K Buy
803
+12
+2% +$3.21K 0.03% 253
2024
Q1 		$238K Buy
+791
New +$228K 0.03% 241
2022
Q3 		– Sell
-3,589
Closed -$593K – 216
2022
Q2 		$593K Buy
3,589
+534
+17% +$94.4K 0.13% 141
2022
Q1 		$649K Buy
3,055
+70
+2% +$15.1K 0.12% 141
2021
Q4 		$759K Sell
2,985
-21
-0.7% -$5.9K 0.15% 128
2021
Q3 		$815K Buy
3,006
+46
+2% +$11.7K 0.17% 123
2021
Q2 		$723K Buy
2,960
+25
+0.9% +$5.76K 0.16% 117
2021
Q1 		$622K Hold
2,935
– – 0.15% 123
2020
Q4 		$653K Sell
2,935
-262
-8% -$63.7K 0.16% 110
2020
Q3 		$803K Buy
3,197
+204
+7% +$44.7K 0.29% 84
2020
Q2 		$561K Sell
2,993
-120
-4% -$20.2K 0.22% 94
2020
Q1 		$449K Hold
3,113
– – 0.21% 99
2019
Q4 		$507K Buy
3,113
+70
+2% +$11K 0.18% 104
2019
Q3 		$452K Buy
3,043
+150
+5% +$22.8K 0.18% 110
2019
Q2 		$439K Sell
2,893
-304
-10% -$47.6K 0.17% 106
2019
Q1 		$507K Sell
3,197
-150
-4% -$23.3K 0.21% 97
2018
Q4 		$459K Buy
3,347
+697
+26% +$95.9K 0.23% 98
2018
Q3 		$422K Hold
2,650
– – 0.19% 108
2018
Q2 		$362K Buy
2,650
+100
+4% +$12.8K 0.17% 119
2018
Q1 		$297K Buy
2,550
+50
+2% +$5.74K 0.14% 127
2017
Q4 		$256K Hold
2,500
– – 0.13% 122
2017
Q3 		$234K Hold
2,500
– – 0.12% 126
2017
Q2 		$217K Buy
+2,500
New +$218K 0.12% 131

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

Cahill Financial Advisors's CRM Position: Q3 2025 in Review

Cahill Financial Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 763 shares — an estimated $208K sold.

Cahill Financial Advisors first reported a position in CRM in Q2 2017 and held it in 27 quarters. The position peaked at $815K in Q3 2021. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Cahill Financial Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Cahill Financial Advisors sold 763 Salesforce shares in Q3 2025, an estimated $208K.
  • Cahill Financial Advisors first reported a position in Salesforce in Q2 2017 and held it in 27 quarters.
  • Cahill Financial Advisors's Salesforce position peaked at $815K in Q3 2021.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Cahill Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.