Financial Advocates Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-6,593
| Closed | -$1.8M | – | 183 |
|
|
2025
Q2 | $1.8M | Sell |
6,593
-2,986
| -31% | -$798K | 0.15% | 141 |
|
|
2025
Q1 | $2.57M | Buy |
9,579
+412
| +4% | +$128K | 0.18% | 134 |
|
|
2024
Q4 | $3.06M | Buy |
9,167
+199
| +2% | +$63.5K | 0.17% | 132 |
|
|
2024
Q3 | $2.45M | Buy |
8,968
+120
| +1% | +$30.7K | 0.14% | 159 |
|
|
2024
Q2 | $2.27M | Buy |
8,848
+1,360
| +18% | +$364K | 0.14% | 158 |
|
|
2024
Q1 | $2.26M | Buy |
7,488
+17
| +0.2% | +$4.91K | 0.13% | 171 |
|
|
2023
Q4 | $1.97M | Sell |
7,471
-60
| -0.8% | -$13.6K | 0.13% | 177 |
|
|
2023
Q3 | $1.53M | Sell |
7,531
-122
| -2% | -$26.4K | 0.11% | 202 |
|
|
2023
Q2 | $1.62M | Buy |
7,653
+21
| +0.3% | +$4.29K | 0.12% | 193 |
|
|
2023
Q1 | $1.52M | Sell |
7,632
-231
| -3% | -$39K | 0.11% | 213 |
|
|
2022
Q4 | $1.04M | Buy |
7,863
+3,367
| +75% | +$491K | 0.08% | 276 |
|
|
2022
Q3 | $647K | Sell |
4,496
-1,663
| -27% | -$282K | 0.05% | 345 |
|
|
2022
Q2 | $1.02M | Buy |
6,159
+638
| +12% | +$113K | 0.08% | 267 |
|
|
2022
Q1 | $1.17M | Buy |
5,521
+382
| +7% | +$82.2K | 0.08% | 272 |
|
|
2021
Q4 | $1.31M | Buy |
5,139
+557
| +12% | +$157K | 0.08% | 277 |
|
|
2021
Q3 | $1.24M | Buy |
4,582
+859
| +23% | +$218K | 0.08% | 272 |
|
|
2021
Q2 | $910K | Sell |
3,723
-619
| -14% | -$143K | 0.06% | 337 |
|
|
2021
Q1 | $920K | Buy |
4,342
+341
| +9% | +$75.9K | 0.07% | 336 |
|
|
2020
Q4 | $891K | Buy |
4,001
+1,042
| +35% | +$253K | 0.06% | 324 |
|
|
2020
Q3 | $743K | Sell |
2,959
-172
| -5% | -$37.7K | 0.06% | 302 |
|
|
2020
Q2 | $587K | Buy |
3,131
+122
| +4% | +$20.6K | 0.06% | 333 |
|
|
2020
Q1 | $434K | Buy |
3,009
+130
| +5% | +$22.3K | 0.06% | 298 |
|
|
2019
Q4 | $468K | Buy |
2,879
+15
| +0.5% | +$2.35K | 0.05% | 324 |
|
|
2019
Q3 | $425K | Buy |
2,864
+150
| +6% | +$22.8K | 0.05% | 320 |
|
|
2019
Q2 | $412K | Sell |
2,714
-173
| -6% | -$27.1K | 0.05% | 324 |
|
|
2019
Q1 | $457K | Buy |
2,887
+335
| +13% | +$51.9K | 0.06% | 287 |
|
|
2018
Q4 | $350K | Sell |
2,552
-2,046
| -44% | -$281K | 0.05% | 305 |
|
|
2018
Q3 | $731K | Buy |
4,598
+566
| +14% | +$84K | 0.08% | 228 |
|
|
2018
Q2 | $563K | Buy |
4,032
+565
| +16% | +$72.1K | 0.07% | 254 |
|
|
2018
Q1 | $403K | Buy |
3,467
+1,260
| +57% | +$145K | 0.05% | 295 |
|
|
2017
Q4 | $226K | Buy |
+2,207
| New | +$225K | 0.03% | 427 |
|
Other funds holding CRM
Financial Advocates Investment Management's CRM Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 6,593 shares — an estimated $1.8M sold.
Financial Advocates Investment Management first reported a position in CRM in Q4 2017 and held it in 31 quarters. The position peaked at $3.06M in Q4 2024. 2,810 funds tracked by Wall St. Rank hold CRM as of Q3 2025.
- Financial Advocates Investment Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 6,593 Salesforce shares in Q3 2025, an estimated $1.8M.
- Financial Advocates Investment Management first reported a position in Salesforce in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's Salesforce position peaked at $3.06M in Q4 2024.
- 2,810 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.