DWM
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Drive Wealth Management’s Salesforce CRM Stock Holding History

Drive 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
2026
Q1 		$872K Sell
4,670
-85
-2% -$17.6K 0.18% 102
2025
Q4 		$1.26M Sell
4,755
-108
-2% -$26.8K 0.25% 80
2025
Q3 		$1.15M Sell
4,863
-227
-4% -$57.3K 0.24% 80
2025
Q2 		$1.39M Sell
5,090
-270
-5% -$72.2K 0.3% 77
2025
Q1 		$1.44M Buy
5,360
+2,823
+111% +$878K 0.34% 66
2024
Q4 		$849K Buy
2,537
+104
+4% +$33.2K 0.21% 89
2024
Q3 		$667K Sell
2,433
-153
-6% -$39.2K 0.17% 104
2024
Q2 		$665K Buy
2,586
+50
+2% +$13.4K 0.18% 101
2024
Q1 		$765K Sell
2,536
-115
-4% -$33.2K 0.21% 89
2023
Q4 		$698K Buy
2,651
+17
+0.6% +$3.85K 0.23% 92
2023
Q3 		$534K Sell
2,634
-298
-10% -$64.4K 0.2% 103
2023
Q2 		$619K Sell
2,932
-173
-6% -$35.3K 0.23% 89
2023
Q1 		$620K Buy
3,105
+985
+46% +$166K 0.26% 94
2022
Q4 		$281K Sell
2,120
-805
-28% -$117K 0.14% 165
2022
Q3 		$421K Sell
2,925
-474
-14% -$80.4K 0.4% 75
2022
Q2 		$561K Buy
3,399
+254
+8% +$44.9K 0.51% 50
2022
Q1 		$668K Buy
3,145
+869
+38% +$187K 0.56% 44
2021
Q4 		$578K Buy
+2,276
New +$640K 0.51% 45

Other funds holding CRM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return