FWG Holdings’s Salesforce CRM Stock Holding History

FWG Holdings’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 Q4	–	Sell	-1,526	Closed	-$384K	–	129
2025 Q3	$384K	Buy	1,526 +72	+5%	+$18.2K	0.17%	88
2025 Q2	$367K	Buy	1,454 +145	+11%	+$38.8K	0.17%	86
2025 Q1	$350K	Buy	+1,309	New	+$407K	0.17%	85
2022 Q2	–	Sell	-1,114	Closed	-$237K	–	88
2022 Q1	$237K	Sell	1,114 -286	-20%	-$61.6K	0.18%	82
2021 Q4	$311K	Buy	1,400 +36	+3%	+$10.1K	0.23%	68
2021 Q3	$370K	Buy	+1,364	New	+$346K	0.32%	54

Other funds holding CRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FWG Holdings's CRM Position: Q4 2025 in Review

FWG Holdings sold out of Salesforce (CRM) in Q4 2025, closing a stake of 1,526 shares — an estimated $384K sold.

FWG Holdings first reported a position in CRM in Q3 2021 and held it in 6 quarters. The position peaked at $384K in Q3 2025. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

FWG Holdings reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
FWG Holdings sold 1,526 Salesforce shares in Q4 2025, an estimated $384K.
FWG Holdings first reported a position in Salesforce in Q3 2021 and held it in 6 quarters.
FWG Holdings's Salesforce position peaked at $384K in Q3 2025.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on FWG Holdings's 13F filing for Q4 2025, filed 29 Jan 2026.