Drake & Associates’s Salesforce CRM Stock Holding History

Drake & Associates’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	-1,558	Closed	-$418K	–	97
2025 Q1	$418K	Buy	1,558 +98	+7%	+$30.5K	0.12%	72
2024 Q4	$476K	Buy	+1,460	New	+$466K	0.14%	62

Other funds holding CRM

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Drake & Associates's CRM Position: Q2 2025 in Review

Drake & Associates sold out of Salesforce (CRM) in Q2 2025, closing a stake of 1,558 shares — an estimated $418K sold.

Drake & Associates first reported a position in CRM in Q4 2024 and held it in 2 quarters. The position peaked at $476K in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Drake & Associates reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
Drake & Associates sold 1,558 Salesforce shares in Q2 2025, an estimated $418K.
Drake & Associates first reported a position in Salesforce in Q4 2024 and held it in 2 quarters.
Drake & Associates's Salesforce position peaked at $476K in Q4 2024.
2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Drake & Associates's 13F filing for Q2 2025, filed 23 Jul 2025.