CWC
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Carolinas Wealth Consulting’s Salesforce CRM Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-302
Closed -$81.2K – 192
2025
Q1 		$81.2K Buy
302
+166
+122% +$51.6K 0.02% 277
2024
Q4 		$45.2K Hold
136
– – 0.01% 379
2024
Q3 		$37.2K Buy
136
+3
+2% +$768 0.01% 402
2024
Q2 		$34.1K Sell
133
-396
-75% -$106K 0.01% 415
2024
Q1 		$160K Buy
529
+121
+30% +$34.9K 0.03% 199
2023
Q4 		$107K Buy
408
+8
+2% +$1.81K 0.02% 224
2023
Q3 		$80.3K Sell
400
-51
-11% -$11K 0.02% 246
2023
Q2 		$95.3K Buy
451
+352
+356% +$71.9K 0.02% 266
2023
Q1 		$19.8K Buy
99
+21
+27% +$3.55K ﹤0.01% 502
2022
Q4 		$10.3K Sell
78
-384
-83% -$56K ﹤0.01% 616
2022
Q3 		$66K Sell
462
-227
-33% -$38.5K 0.02% 293
2022
Q2 		$114K Sell
689
-126
-15% -$22.3K 0.03% 227
2022
Q1 		$173K Sell
815
-30
-4% -$6.46K 0.04% 188
2021
Q4 		$215K Hold
845
– – 0.05% 163
2021
Q3 		$229K Buy
845
+212
+33% +$53.8K 0.05% 146
2021
Q2 		$155K Buy
633
+19
+3% +$4.38K 0.03% 201
2021
Q1 		$130K Sell
614
-89
-13% -$19.8K 0.03% 224
2020
Q4 		$156K Sell
703
-268
-28% -$65.2K 0.04% 173
2020
Q3 		$244K Buy
971
+922
+1,882% +$202K 0.08% 108
2020
Q2 		$9K Buy
+49
New +$8.26K ﹤0.01% 350

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

Carolinas Wealth Consulting's CRM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Salesforce (CRM) in Q2 2025, closing a stake of 302 shares — an estimated $81.2K sold.

Carolinas Wealth Consulting first reported a position in CRM in Q2 2020 and held it in 20 quarters. The position peaked at $244K in Q3 2020. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 302 Salesforce shares in Q2 2025, an estimated $81.2K.
  • Carolinas Wealth Consulting first reported a position in Salesforce in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Salesforce position peaked at $244K in Q3 2020.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.