CWM
CRM icon

Cherrydale Wealth Management’s Salesforce CRM Stock Holding History

Cherrydale 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
Q2 		– Sell
-747
Closed -$200K – 77
2025
Q1 		$200K Buy
747
+69
+10% +$21.5K 0.08% 69
2024
Q4 		$227K Buy
+678
New +$216K 0.09% 64
2024
Q2 		– Sell
-684
Closed -$206K – 69
2024
Q1 		$206K Buy
+684
New +$197K 0.1% 56

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

Cherrydale Wealth Management's CRM Position: Q2 2025 in Review

Cherrydale Wealth Management sold out of Salesforce (CRM) in Q2 2025, closing a stake of 747 shares — an estimated $200K sold.

Cherrydale Wealth Management first reported a position in CRM in Q1 2024 and held it in 3 quarters. The position peaked at $227K in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Cherrydale Wealth Management reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Cherrydale Wealth Management sold 747 Salesforce shares in Q2 2025, an estimated $200K.
  • Cherrydale Wealth Management first reported a position in Salesforce in Q1 2024 and held it in 3 quarters.
  • Cherrydale Wealth Management's Salesforce position peaked at $227K in Q4 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Cherrydale Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.