FAIM
CRM icon

Financial Advocates Investment Management’s Salesforce CRM Stock Holding History

Financial Advocates Investment 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
2024
Q2 		– Sell
-100
Closed -$30.1K – 753
2024
Q1 		$30.1K Buy
+100
New +$28.9K ﹤0.01% 761

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

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.