CAWM
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Capital A Wealth Management’s Salesforce CRM Stock Holding History

Capital A 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
Q2 		$40.8K Buy
155
+45
+41% +$12K 0.46% 65
2025
Q1 		$29.5K Buy
110
+90
+450% +$28K 0.03% 190
2024
Q4 		$6.69K Buy
+20
New +$6.38K 0.01% 346

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

Capital A Wealth Management's CRM Position: Q2 2025 in Review

Capital A Wealth Management increased its Salesforce (CRM) stake by 41% in Q2 2025, buying an estimated $12K and bringing the position to 155 shares worth $40.8K. The position accounts for 0.46% of the portfolio, ranked #65.

Capital A Wealth Management first reported a position in CRM in Q4 2024 and has held it in 3 quarters since. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Capital A Wealth Management held 155 shares of Salesforce worth $40.8K as of Q2 2025.
  • Capital A Wealth Management bought 45 Salesforce shares in Q2 2025, an estimated $12K.
  • Salesforce made up 0.46% of Capital A Wealth Management's portfolio in Q2 2025, its #65 holding.
  • Capital A Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 3 quarters since.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.