Michael J. Porro & Co. Financial Advisors, Inc.’s Salesforce CRM Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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	$320K	Buy	+1,207	New	+$300K	0.27%	101

Other funds holding CRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Michael J. Porro & Co. Financial Advisors, Inc.'s CRM Position: Q4 2025 in Review

Michael J. Porro & Co. Financial Advisors, Inc. opened a new position in Salesforce (CRM) in Q4 2025: 1,207 shares worth $320K. The stake represents 0.27% of the portfolio and ranks #101 among its holdings.

2,960 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Michael J. Porro & Co. Financial Advisors, Inc. held 1,207 shares of Salesforce worth $320K as of Q4 2025.
Salesforce was a new Michael J. Porro & Co. Financial Advisors, Inc. position in Q4 2025.
Salesforce made up 0.27% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q4 2025, its #101 holding.
2,960 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q4 2025, filed 8 Oct 2026.