CWP
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Capital Wealth Planning’s Salesforce CRM Stock Holding History

Capital Wealth Planning’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
2021
Q3 		– Sell
-1,500
Closed -$65K – 120
2021
Q2 		$65K Hold
1,500
– – ﹤0.01% 126
2021
Q1 		$37K Sell
1,500
-1,500
-50% -$334K ﹤0.01% 129
2020
Q4 		$109K Buy
+3,000
New +$730K ﹤0.01% 109

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

Capital Wealth Planning's CRM Position: Q3 2025 in Review

Capital Wealth Planning sold out of Salesforce (CRM) in Q3 2025, closing a stake of 5,154 shares — an estimated $1.41M sold.

Capital Wealth Planning first reported a position in CRM in Q2 2019 and held it in 19 quarters. The position peaked at $346M in Q1 2025. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Capital Wealth Planning reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Capital Wealth Planning sold 5,154 Salesforce shares in Q3 2025, an estimated $1.41M.
  • Capital Wealth Planning first reported a position in Salesforce in Q2 2019 and held it in 19 quarters.
  • Capital Wealth Planning's Salesforce position peaked at $346M in Q1 2025.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Capital Wealth Planning's 13F filing for Q3 2025, filed 13 Nov 2025.