Fairfield Financial Advisors’s Salesforce CRM Stock Holding History

Fairfield Financial Advisors’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 Q1	–	Sell	-50	Closed	-$16.8K	–	96
2024 Q4	$16.8K	Hold	50	–	–	0.01%	180
2024 Q3	$13.7K	Hold	50	–	–	﹤0.01%	205
2024 Q2	$12.9K	Buy	+50	New	+$13.4K	﹤0.01%	198
2023 Q4	$26.3K	Hold	100	–	–	0.01%	186
2023 Q3	$20.3K	Hold	100	–	–	0.01%	183
2023 Q2	$21.1K	Hold	100	–	–	0.01%	185
2023 Q1	$19.7K	Sell	100 -90	-47%	-$15.2K	0.01%	190
2022 Q4	$25.2K	Hold	190	–	–	0.01%	161
2022 Q3	$27.3K	Hold	190	–	–	0.01%	156
2022 Q2	$31.4K	Sell	190 -40	-17%	-$7.07K	0.01%	142
2022 Q1	$48.8K	Buy	+230	New	+$49.5K	0.02%	127

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Fairfield Financial Advisors's CRM Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Salesforce (CRM) in Q1 2025, closing a stake of 50 shares — an estimated $16.8K sold.

Fairfield Financial Advisors first reported a position in CRM in Q1 2022 and held it in 11 quarters. The position peaked at $48.8K in Q1 2022. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Fairfield Financial Advisors reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 50 Salesforce shares in Q1 2025, an estimated $16.8K.
Fairfield Financial Advisors first reported a position in Salesforce in Q1 2022 and held it in 11 quarters.
Fairfield Financial Advisors's Salesforce position peaked at $48.8K in Q1 2022.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.