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GPS Wealth Strategies Group’s Salesforce CRM Stock Holding History

GPS Wealth Strategies 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
Q4 		$410K Sell
1,548
-3,093
-67% -$769K 0.35% 63
2025
Q3 		$1.1M Sell
4,641
-272
-6% -$68.6K 0.12% 102
2025
Q2 		$1.34M Buy
4,913
+187
+4% +$50K 0.15% 89
2025
Q1 		$1.27M Sell
4,726
-312
-6% -$97K 0.17% 91
2024
Q4 		$1.68M Sell
5,038
-1,011
-17% -$323K 0.22% 77
2024
Q3 		$1.66M Sell
6,049
-435
-7% -$111K 0.22% 79
2024
Q2 		$1.67M Sell
6,484
-174
-3% -$46.6K 0.25% 71
2024
Q1 		$2.01M Buy
6,658
+350
+6% +$101K 0.32% 62
2023
Q4 		$1.66M Buy
6,308
+818
+15% +$185K 0.3% 66
2023
Q3 		$1.11M Buy
5,490
+759
+16% +$164K 0.21% 88
2023
Q2 		$999K Sell
4,731
-1,643
-26% -$335K 0.19% 94
2023
Q1 		$1.27M Buy
+6,374
New +$1.08M 0.26% 70
2022
Q4 		– Sell
-13,666
Closed -$1.97M – 319
2022
Q3 		$1.97M Sell
13,666
-7,216
-35% -$1.22M 0.5% 42
2022
Q2 		$3.45M Sell
20,882
-2,272
-10% -$401K 0.88% 15
2022
Q1 		$4.92M Sell
23,154
-2,205
-9% -$475K 1.11% 14
2021
Q4 		$6.44M Buy
25,359
+1,920
+8% +$539K 1.42% 11
2021
Q3 		$6.36M Buy
23,439
+1,178
+5% +$299K 1.57% 10
2021
Q2 		$5.44M Buy
22,261
+674
+3% +$155K 1.38% 10
2021
Q1 		$4.57M Buy
21,587
+3,101
+17% +$690K 1.35% 10
2020
Q4 		$4.11M Buy
18,486
+1,671
+10% +$406K 1.44% 11
2020
Q3 		$4.23M Buy
+16,815
New +$3.68M 1.7% 11

Other funds holding CRM

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GPS Wealth Strategies Group's CRM Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Salesforce (CRM) stake by 67% in Q4 2025, selling an estimated $769K and leaving 1,548 shares worth $410K. The position accounts for 0.35% of the portfolio, ranked #63.

GPS Wealth Strategies Group first reported a position in CRM in Q3 2020 and has held it in 21 quarters since. The position peaked at $6.44M in Q4 2021. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • GPS Wealth Strategies Group held 1,548 shares of Salesforce worth $410K as of Q4 2025.
  • GPS Wealth Strategies Group sold 3,093 Salesforce shares in Q4 2025, an estimated $769K.
  • Salesforce made up 0.35% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #63 holding.
  • GPS Wealth Strategies Group first reported a position in Salesforce in Q3 2020 and has held it in 21 quarters since.
  • GPS Wealth Strategies Group's Salesforce position peaked at $6.44M in Q4 2021.
  • 2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.