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Financial Gravity Companies’s Salesforce CRM Stock Holding History

Financial Gravity Companies’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
Q2 		$2.46M Buy
+9,015
New +$2.41M 0.48% 52
2024
Q4 		$2.56M Buy
7,668
+125
+2% +$39.9K 0.59% 42
2024
Q3 		$2.06M Buy
+7,543
New +$1.93M 0.55% 44
2018
Q4 		$2K Buy
+10
New +$1.38K ﹤0.01% 900
2018
Q1 		$1K Buy
10
+1
+11% +$115 ﹤0.01% 1097
2017
Q4 		$1K Buy
+9
New +$917 ﹤0.01% 1074

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Companies's CRM Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Salesforce (CRM) in Q2 2025: 9,015 shares worth $2.46M. The stake represents 0.48% of the portfolio and ranks #52 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CRM as recently as Q4 2024.

Financial Gravity Companies first reported a position in CRM in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.56M in Q4 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Financial Gravity Companies held 9,015 shares of Salesforce worth $2.46M as of Q2 2025.
  • Salesforce was a new Financial Gravity Companies position in Q2 2025.
  • Salesforce made up 0.48% of Financial Gravity Companies's portfolio in Q2 2025, its #52 holding.
  • Financial Gravity Companies first reported a position in Salesforce in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Salesforce position peaked at $2.56M in Q4 2024.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.