Global Financial Private Client’s Salesforce CRM Stock Holding History

Global Financial Private Client’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	-438	Closed	-$118K	–	524
2025 Q1	$118K	Buy	438 +17	+4%	+$5.29K	0.04%	250
2024 Q4	$141K	Buy	421 +3	+0.7%	+$957	0.05%	232
2024 Q3	$114K	Buy	418 +121	+41%	+$31K	0.04%	244
2024 Q2	$76.4K	Hold	297	–	–	0.03%	264
2024 Q1	$89.8K	Hold	297	–	–	0.04%	251
2023 Q4	$78.2K	Hold	297	–	–	0.04%	259
2023 Q3	$60.5K	Buy	297 +4	+1%	+$864	0.03%	265
2023 Q2	$62K	Hold	293	–	–	0.03%	270
2023 Q1	$57.6K	Hold	293	–	–	0.03%	268
2022 Q4	$38.8K	Hold	293	–	–	0.02%	296
2022 Q3	$43.3K	Buy	293 +200	+215%	+$33.9K	0.03%	283
2022 Q2	$15.6K	Buy	93 +70	+304%	+$12.4K	0.01%	363
2022 Q1	$4.88K	Hold	23	–	–	﹤0.01%	469
2021 Q4	$5.84K	Hold	23	–	–	﹤0.01%	441
2021 Q3	$6.33K	Hold	23	–	–	﹤0.01%	382
2021 Q2	$5.63K	Hold	23	–	–	﹤0.01%	403
2021 Q1	$5.03K	Sell	23 -2	-8%	-$445	﹤0.01%	362
2020 Q4	$5.56K	Sell	25 -415	-94%	-$101K	﹤0.01%	347
2020 Q3	$112K	Sell	440 -4	-0.9%	-$876	0.1%	126
2020 Q2	$85.2K	Sell	444 -234	-35%	-$39.4K	0.07%	159
2020 Q1	$90.9K	Sell	678 -879	-56%	-$151K	0.1%	151
2019 Q4	$253K	Buy	+1,557	New	+$244K	0.21%	99

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

Global Financial Private Client's CRM Position: Q2 2025 in Review

Global Financial Private Client sold out of Salesforce (CRM) in Q2 2025, closing a stake of 438 shares — an estimated $118K sold.

Global Financial Private Client first reported a position in CRM in Q4 2019 and held it in 22 quarters. The position peaked at $253K in Q4 2019. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Global Financial Private Client reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 438 Salesforce shares in Q2 2025, an estimated $118K.
Global Financial Private Client first reported a position in Salesforce in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Salesforce position peaked at $253K in Q4 2019.
2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.