Chung Wu Investment Group’s Salesforce CRM Stock Holding History

Chung Wu Investment 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 Q4	–	Sell	-1,000	Closed	-$237K	–	268
2025 Q3	$237K	Buy	+1,000	New	+$252K	0.2%	86

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chung Wu Investment Group's CRM Position: Q4 2025 in Review

Chung Wu Investment Group sold out of Salesforce (CRM) in Q4 2025, closing a stake of 1,000 shares — an estimated $237K sold.

Chung Wu Investment Group first reported a position in CRM in Q3 2025 and held it in 1 quarter. The position peaked at $237K in Q3 2025. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Chung Wu Investment Group reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Chung Wu Investment Group sold 1,000 Salesforce shares in Q4 2025, an estimated $237K.
Chung Wu Investment Group first reported a position in Salesforce in Q3 2025 and held it in 1 quarter.
Chung Wu Investment Group's Salesforce position peaked at $237K in Q3 2025.
2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Chung Wu Investment Group's 13F filing for Q4 2025, filed 2 Feb 2026.