CWM
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Crowley Wealth Management’s Salesforce CRM Stock Holding History

Crowley 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
Q4 		– Sell
-100
Closed -$23.7K – 80
2025
Q3 		$23.7K Hold
100
– – 0.02% 211
2025
Q2 		$27.3K Hold
100
– – 0.02% 182
2025
Q1 		$26.8K Sell
100
-100
-50% -$31.1K 0.03% 177
2024
Q4 		$66.9K Buy
+200
New +$63.8K 0.06% 122

Other funds holding CRM

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crowley Wealth Management's CRM Position: Q4 2025 in Review

Crowley Wealth Management sold out of Salesforce (CRM) in Q4 2025, closing a stake of 100 shares — an estimated $23.7K sold.

Crowley Wealth Management first reported a position in CRM in Q4 2024 and held it in 4 quarters. The position peaked at $66.9K in Q4 2024. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Crowley Wealth Management reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 100 Salesforce shares in Q4 2025, an estimated $23.7K.
  • Crowley Wealth Management first reported a position in Salesforce in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Salesforce position peaked at $66.9K in Q4 2024.
  • 2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.