CWM
CRM icon

CCG Wealth Management’s Salesforce CRM Stock Holding History

CCG 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
Q1 		– Sell
-717
Closed -$240K – 76
2024
Q4 		$240K Buy
+717
New +$229K 0.13% 64
2024
Q2 		– Sell
-731
Closed -$220K – 72
2024
Q1 		$220K Buy
+731
New +$211K 0.13% 67
2022
Q4 		– Sell
-1,527
Closed -$220K – 103
2022
Q3 		$220K Buy
1,527
+48
+3% +$8.14K 0.13% 83
2022
Q2 		$244K Buy
1,479
+4
+0.3% +$707 0.14% 85
2022
Q1 		$313K Buy
1,475
+477
+48% +$103K 0.15% 79
2021
Q4 		$254K Hold
998
– – 0.13% 72
2021
Q3 		$271K Buy
998
+146
+17% +$37.1K 0.16% 77
2021
Q2 		$208K Buy
+852
New +$196K 0.16% 77

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CCG Wealth Management's CRM Position: Q1 2025 in Review

CCG Wealth Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 717 shares — an estimated $240K sold.

CCG Wealth Management first reported a position in CRM in Q2 2021 and held it in 8 quarters. The position peaked at $313K in Q1 2022. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • CCG Wealth Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • CCG Wealth Management sold 717 Salesforce shares in Q1 2025, an estimated $240K.
  • CCG Wealth Management first reported a position in Salesforce in Q2 2021 and held it in 8 quarters.
  • CCG Wealth Management's Salesforce position peaked at $313K in Q1 2022.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on CCG Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.