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Creegan & Nassoura Financial Group’s Salesforce CRM Stock Holding History

Creegan & Nassoura Financial 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
-996
Closed -$272K – 77
2025
Q2 		$272K Buy
+996
New +$266K 0.18% 72

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

Creegan & Nassoura Financial Group's CRM Position: Q3 2025 in Review

Creegan & Nassoura Financial Group sold out of Salesforce (CRM) in Q3 2025, closing a stake of 996 shares — an estimated $272K sold.

Creegan & Nassoura Financial Group first reported a position in CRM in Q2 2025 and held it in 1 quarter. The position peaked at $272K in Q2 2025. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Creegan & Nassoura Financial Group reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Creegan & Nassoura Financial Group sold 996 Salesforce shares in Q3 2025, an estimated $272K.
  • Creegan & Nassoura Financial Group first reported a position in Salesforce in Q2 2025 and held it in 1 quarter.
  • Creegan & Nassoura Financial Group's Salesforce position peaked at $272K in Q2 2025.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Creegan & Nassoura Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.