Carolina Wealth Advisors’s Salesforce CRM Stock Holding History

Carolina Wealth 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	-29	Closed	-$7.91K	–	247
2025 Q2	$7.91K	Hold	29	–	–	﹤0.01%	155
2025 Q1	$7.78K	Hold	29	–	–	﹤0.01%	149
2024 Q4	$9.7K	Sell	29 -26	-47%	-$8.3K	0.01%	148
2024 Q3	$15.1K	Buy	55 +29	+112%	+$7.43K	0.01%	149
2024 Q2	$6.68K	Hold	26	–	–	﹤0.01%	156
2024 Q1	$7.83K	Hold	26	–	–	﹤0.01%	153
2023 Q4	$6.84K	Hold	26	–	–	﹤0.01%	173
2023 Q3	$5.27K	Hold	26	–	–	﹤0.01%	187
2023 Q2	$5.49K	Hold	26	–	–	﹤0.01%	177
2023 Q1	$5.19K	Hold	26	–	–	﹤0.01%	177
2022 Q4	$3K	Hold	26	–	–	﹤0.01%	190
2022 Q3	$4K	Hold	26	–	–	﹤0.01%	177
2022 Q2	$4K	Hold	26	–	–	﹤0.01%	199
2022 Q1	$6K	Hold	26	–	–	﹤0.01%	202
2021 Q4	$7K	Hold	26	–	–	﹤0.01%	200
2021 Q3	$7K	Sell	26 -32	-55%	-$8.13K	﹤0.01%	194
2021 Q2	$14K	Hold	58	–	–	0.01%	178
2021 Q1	$12K	Hold	58	–	–	0.01%	193
2020 Q4	$13K	Buy	58 +32	+123%	+$7.78K	0.01%	137
2020 Q3	$7K	Hold	26	–	–	0.01%	154
2020 Q2	$5K	Hold	26	–	–	﹤0.01%	140
2020 Q1	$4K	Buy	+26	New	+$4.46K	﹤0.01%	138

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carolina Wealth Advisors's CRM Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 29 shares — an estimated $7.91K sold.

Carolina Wealth Advisors first reported a position in CRM in Q1 2020 and held it in 22 quarters. The position peaked at $15.1K in Q3 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Carolina Wealth Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Carolina Wealth Advisors sold 29 Salesforce shares in Q3 2025, an estimated $7.91K.
Carolina Wealth Advisors first reported a position in Salesforce in Q1 2020 and held it in 22 quarters.
Carolina Wealth Advisors's Salesforce position peaked at $15.1K in Q3 2024.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.