Goldstone Financial Group’s Salesforce CRM Stock Holding History

Goldstone Financial Group’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 Q1	–	Sell	-757	Closed	-$253K	–	208
2024 Q4	$253K	Buy	+757	New	+$242K	0.04%	177

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Goldstone Financial Group's CRM Position: Q1 2025 in Review

Goldstone Financial Group sold out of Salesforce (CRM) in Q1 2025, closing a stake of 757 shares — an estimated $253K sold.

Goldstone Financial Group first reported a position in CRM in Q4 2024 and held it in 1 quarter. The position peaked at $253K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Goldstone Financial Group reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Goldstone Financial Group sold 757 Salesforce shares in Q1 2025, an estimated $253K.
Goldstone Financial Group first reported a position in Salesforce in Q4 2024 and held it in 1 quarter.
Goldstone Financial Group's Salesforce position peaked at $253K in Q4 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Goldstone Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.