FSA Wealth Management’s Salesforce CRM Stock Holding History

FSA 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 Q3	$22.2K	Hold	94	–	–	0.01%	245
2025 Q2	$25.5K	Buy	94 +1	+1%	+$267	0.01%	214
2025 Q1	$25.1K	Hold	93	–	–	0.01%	202
2024 Q4	$31.2K	Sell	93 -99	-52%	-$31.6K	0.01%	190
2024 Q3	$52.6K	Buy	+192	New	+$49.2K	0.02%	159
2024 Q1	$37.9K	Sell	126 -27	-18%	-$7.79K	0.02%	178
2023 Q4	$40K	Buy	+153	New	+$34.6K	0.02%	160
2021 Q1	–	Sell	-250	Closed	-$56K	–	89
2020 Q4	$56K	Buy	+250	New	+$60.8K	0.03%	116
2020 Q3	–	Sell	-250	Closed	-$47K	–	121
2020 Q2	$47K	Hold	250	–	–	0.03%	122
2020 Q1	$36K	Hold	250	–	–	0.03%	124
2019 Q4	$41K	Buy	+250	New	+$39.2K	0.03%	148

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

FSA Wealth Management's CRM Position: Q3 2025 in Review

FSA Wealth Management held its Salesforce (CRM) position steady in Q3 2025 at 94 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #245.

FSA Wealth Management first reported a position in CRM in Q4 2019 and has held it in 11 quarters since. The position peaked at $56K in Q4 2020. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

FSA Wealth Management held 94 shares of Salesforce worth $22.2K as of Q3 2025.
FSA Wealth Management left its Salesforce share count unchanged in Q3 2025.
Salesforce made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #245 holding.
FSA Wealth Management first reported a position in Salesforce in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's Salesforce position peaked at $56K in Q4 2020.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.