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Flaharty Asset Management’s Salesforce CRM Stock Holding History

Flaharty Asset 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
Q2 		– Sell
-40
Closed -$10.7K – 195
2025
Q1 		$10.7K Buy
+40
New +$12.4K ﹤0.01% 321
2024
Q4 		– Sell
-419
Closed -$115K – 190
2024
Q3 		$115K Buy
+419
New +$107K 0.02% 153
2023
Q4 		– Sell
-19
Closed -$3.85K – 181
2023
Q3 		$3.85K Buy
+19
New +$4.11K ﹤0.01% 391

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

Flaharty Asset Management's CRM Position: Q2 2025 in Review

Flaharty Asset Management sold out of Salesforce (CRM) in Q2 2025, closing a stake of 40 shares — an estimated $10.7K sold.

Flaharty Asset Management first reported a position in CRM in Q3 2023 and held it in 3 quarters. The position peaked at $115K in Q3 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Flaharty Asset Management reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 40 Salesforce shares in Q2 2025, an estimated $10.7K.
  • Flaharty Asset Management first reported a position in Salesforce in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's Salesforce position peaked at $115K in Q3 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.