FSC Wealth Advisors’s Salesforce CRM Stock Holding History

FSC Wealth Advisors’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	-179	Closed	-$48K	–	107
2025 Q1	$48K	Buy	179 +1	+0.6%	+$311	0.03%	113
2024 Q4	$59.5K	Buy	+178	New	+$56.8K	0.04%	109
2024 Q3	–	Sell	-68	Closed	-$17.5K	–	295
2024 Q2	$17.5K	Hold	68	–	–	0.01%	164
2024 Q1	$20.5K	Hold	68	–	–	0.01%	152
2023 Q4	$17.9K	Sell	68 -250	-79%	-$56.6K	0.01%	159
2023 Q3	$64.5K	Hold	318	–	–	0.07%	64
2023 Q2	$67.2K	Buy	318 +25	+9%	+$5.1K	0.06%	61
2023 Q1	$58.5K	Buy	293 +225	+331%	+$38K	0.09%	51
2022 Q4	$9.02K	Sell	68 -77	-53%	-$11.2K	0.02%	117
2022 Q3	$21K	Hold	145	–	–	0.2%	76
2022 Q2	$24K	Hold	145	–	–	0.21%	74
2022 Q1	$31K	Buy	145 +135	+1,350%	+$29.1K	0.03%	81
2021 Q4	$3K	Buy	+10	New	+$2.81K	﹤0.01%	153

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

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

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

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

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

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

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

FSC Wealth Advisors's CRM Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Salesforce (CRM) in Q2 2025, closing a stake of 179 shares — an estimated $48K sold.

FSC Wealth Advisors first reported a position in CRM in Q4 2021 and held it in 13 quarters. The position peaked at $67.2K in Q2 2023. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

FSC Wealth Advisors reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 179 Salesforce shares in Q2 2025, an estimated $48K.
FSC Wealth Advisors first reported a position in Salesforce in Q4 2021 and held it in 13 quarters.
FSC Wealth Advisors's Salesforce position peaked at $67.2K in Q2 2023.
2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.