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Gallagher Fiduciary Advisors’s Salesforce CRM Stock Holding History

Gallagher Fiduciary 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
Q3 		– Sell
-1,376
Closed -$375K – 313
2025
Q2 		$375K Sell
1,376
-278
-17% -$74.3K 0.01% 224
2025
Q1 		$444K Buy
1,654
+81
+5% +$25.2K 0.01% 174
2024
Q4 		$526K Buy
1,573
+444
+39% +$142K 0.1% 133
2024
Q3 		$309K Sell
1,129
-120
-10% -$30.7K 0.06% 192
2024
Q2 		$321K Buy
1,249
+63
+5% +$16.9K 0.07% 146
2024
Q1 		$357K Sell
1,186
-26
-2% -$7.5K 0.01% 132
2023
Q4 		$319K Buy
+1,212
New +$274K 0.01% 136

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gallagher Fiduciary Advisors's CRM Position: Q3 2025 in Review

Gallagher Fiduciary Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,376 shares — an estimated $375K sold.

Gallagher Fiduciary Advisors first reported a position in CRM in Q4 2023 and held it in 7 quarters. The position peaked at $526K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Gallagher Fiduciary Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 1,376 Salesforce shares in Q3 2025, an estimated $375K.
  • Gallagher Fiduciary Advisors first reported a position in Salesforce in Q4 2023 and held it in 7 quarters.
  • Gallagher Fiduciary Advisors's Salesforce position peaked at $526K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.