FLP Wealth Management’s Salesforce CRM Stock Holding History

FLP 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	-85	Closed	-$28.5K	–	131
2024 Q4	$28.5K	Buy	+85	New	+$27.1K	0.07%	144

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

FLP Wealth Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 85 shares — an estimated $28.5K sold.

FLP Wealth Management first reported a position in CRM in Q4 2024 and held it in 1 quarter. The position peaked at $28.5K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

FLP Wealth Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
FLP Wealth Management sold 85 Salesforce shares in Q1 2025, an estimated $28.5K.
FLP Wealth Management first reported a position in Salesforce in Q4 2024 and held it in 1 quarter.
FLP Wealth Management's Salesforce position peaked at $28.5K in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

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