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Good Life Advisors’s Salesforce CRM Stock Holding History

Good Life 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 		$2.33M Sell
8,552
-638
-7% -$171K 0.15% 128
2025
Q1 		$2.47M Buy
9,190
+7,401
+414% +$2.3M 0.17% 108
2024
Q4 		$598K Sell
1,789
-427
-19% -$136K 0.04% 256
2024
Q3 		$607K Buy
2,216
+581
+36% +$149K 0.04% 299
2024
Q2 		$420K Buy
1,635
+209
+15% +$55.9K 0.03% 297
2024
Q1 		$429K Sell
1,426
-175
-11% -$50.5K 0.04% 278
2023
Q4 		$421K Buy
1,601
+530
+49% +$120K 0.04% 262
2023
Q3 		$217K Buy
1,071
+102
+11% +$22K 0.02% 366
2023
Q2 		$205K Sell
969
-99
-9% -$20.2K 0.02% 380
2023
Q1 		$213K Buy
+1,068
New +$180K 0.03% 359
2022
Q2 		– Sell
-1,122
Closed -$238K – 363
2022
Q1 		$238K Sell
1,122
-10,764
-91% -$2.32M 0.03% 331
2021
Q4 		$3.02M Sell
11,886
-128
-1% -$36K 0.37% 60
2021
Q3 		$3.26M Buy
12,014
+10,558
+725% +$2.68M 0.44% 50
2021
Q2 		$356K Sell
1,456
-488
-25% -$112K 0.07% 207
2021
Q1 		$410K Buy
1,944
+762
+64% +$170K 0.08% 185
2020
Q4 		$261K Buy
1,182
+313
+36% +$76.1K 0.06% 205
2020
Q3 		$220K Buy
+869
New +$190K 0.06% 212

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Good Life Advisors's CRM Position: Q2 2025 in Review

Good Life Advisors reduced its Salesforce (CRM) stake by 6.9% in Q2 2025, selling an estimated $171K and leaving 8,552 shares worth $2.33M. The position accounts for 0.15% of the portfolio, ranked #128.

Good Life Advisors first reported a position in CRM in Q3 2020 and has held it in 17 quarters since. The position peaked at $3.26M in Q3 2021. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Good Life Advisors held 8,552 shares of Salesforce worth $2.33M as of Q2 2025.
  • Good Life Advisors sold 638 Salesforce shares in Q2 2025, an estimated $171K.
  • Salesforce made up 0.15% of Good Life Advisors's portfolio in Q2 2025, its #128 holding.
  • Good Life Advisors first reported a position in Salesforce in Q3 2020 and has held it in 17 quarters since.
  • Good Life Advisors's Salesforce position peaked at $3.26M in Q3 2021.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.