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Fairvoy Private Wealth’s Salesforce CRM Stock Holding History

Fairvoy Private Wealth’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
Q3 		– Sell
-1,458
Closed -$397K – 194
2025
Q2 		$397K Sell
1,458
-45
-3% -$12K 0.1% 128
2025
Q1 		$403K Sell
1,503
-1,440
-49% -$448K 0.11% 128
2024
Q4 		$984K Buy
+2,943
New +$939K 0.26% 74

Other funds holding CRM

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fairvoy Private Wealth's CRM Position: Q3 2025 in Review

Fairvoy Private Wealth sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,458 shares — an estimated $397K sold.

Fairvoy Private Wealth first reported a position in CRM in Q4 2024 and held it in 3 quarters. The position peaked at $984K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Fairvoy Private Wealth reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Fairvoy Private Wealth sold 1,458 Salesforce shares in Q3 2025, an estimated $397K.
  • Fairvoy Private Wealth first reported a position in Salesforce in Q4 2024 and held it in 3 quarters.
  • Fairvoy Private Wealth's Salesforce position peaked at $984K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Fairvoy Private Wealth's 13F filing for Q3 2025, filed 10 Oct 2025.