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CFS Investment Advisory Services’s Salesforce CRM Stock Holding History

CFS Investment Advisory Services’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
-608
Closed -$203K – 310
2024
Q4 		$203K Buy
+608
New +$194K 0.02% 292
2022
Q4 		– Sell
-60,557
Closed – – 148
2022
Q3 		$0 Buy
+60,557
New +$10.3M ﹤0.01% 261
2022
Q2 		– Sell
-80,894
Closed – – 274
2022
Q1 		$0 Buy
+80,894
New +$17.4M ﹤0.01% 440

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

CFS Investment Advisory Services's CRM Position: Q1 2025 in Review

CFS Investment Advisory Services sold out of Salesforce (CRM) in Q1 2025, closing a stake of 608 shares — an estimated $203K sold.

CFS Investment Advisory Services first reported a position in CRM in Q1 2022 and held it in 3 quarters. The position peaked at $203K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • CFS Investment Advisory Services reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • CFS Investment Advisory Services sold 608 Salesforce shares in Q1 2025, an estimated $203K.
  • CFS Investment Advisory Services first reported a position in Salesforce in Q1 2022 and held it in 3 quarters.
  • CFS Investment Advisory Services's Salesforce position peaked at $203K in Q4 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on CFS Investment Advisory Services's 13F filing for Q1 2025, filed 12 May 2025.