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CFO4Life Group’s Salesforce CRM Stock Holding History

CFO4Life Group’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
-774
Closed -$211K – 240
2025
Q2 		$211K Sell
774
-92
-11% -$24.6K 0.03% 211
2025
Q1 		$232K Buy
866
+94
+12% +$29.2K 0.04% 183
2024
Q4 		$258K Buy
+772
New +$246K 0.05% 172
2024
Q2 		– Sell
-3,430
Closed -$1.03M – 211
2024
Q1 		$1.03M Sell
3,430
-179
-5% -$51.6K 0.19% 62
2023
Q4 		$950K Buy
3,609
+164
+5% +$37.1K 0.18% 68
2023
Q3 		$699K Buy
+3,445
New +$744K 0.16% 74

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

CFO4Life Group's CRM Position: Q3 2025 in Review

CFO4Life Group sold out of Salesforce (CRM) in Q3 2025, closing a stake of 774 shares — an estimated $211K sold.

CFO4Life Group first reported a position in CRM in Q3 2023 and held it in 6 quarters. The position peaked at $1.03M in Q1 2024. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • CFO4Life Group reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • CFO4Life Group sold 774 Salesforce shares in Q3 2025, an estimated $211K.
  • CFO4Life Group first reported a position in Salesforce in Q3 2023 and held it in 6 quarters.
  • CFO4Life Group's Salesforce position peaked at $1.03M in Q1 2024.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on CFO4Life Group's 13F filing for Q3 2025, filed 7 Nov 2025.