FWM
CRM icon

FFT Wealth Management’s Salesforce CRM Stock Holding History

FFT 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
2025
Q1 		– Sell
-2,018
Closed -$675K – 127
2024
Q4 		$675K Buy
2,018
+143
+8% +$45.6K 0.05% 76
2024
Q3 		$513K Buy
1,875
+250
+15% +$64K 0.04% 87
2024
Q2 		$418K Sell
1,625
-218
-12% -$58.3K 0.04% 89
2024
Q1 		$555K Buy
1,843
+282
+18% +$81.4K 0.05% 70
2023
Q4 		$411K Buy
1,561
+49
+3% +$11.1K 0.04% 68
2023
Q3 		$307K Buy
1,512
+268
+22% +$57.9K 0.04% 61
2023
Q2 		$263K Buy
1,244
+11
+0.9% +$2.25K 0.03% 87
2023
Q1 		$246K Buy
+1,233
New +$208K 0.03% 88

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FFT Wealth Management's CRM Position: Q1 2025 in Review

FFT Wealth Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 2,018 shares — an estimated $675K sold.

FFT Wealth Management first reported a position in CRM in Q1 2023 and held it in 8 quarters. The position peaked at $675K in Q4 2024. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • FFT Wealth Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • FFT Wealth Management sold 2,018 Salesforce shares in Q1 2025, an estimated $675K.
  • FFT Wealth Management first reported a position in Salesforce in Q1 2023 and held it in 8 quarters.
  • FFT Wealth Management's Salesforce position peaked at $675K in Q4 2024.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.