GWM
CRM icon

Graybill Wealth Management’s Salesforce CRM Stock Holding History

Graybill Wealth Management’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
-30
Closed -$8.05K – 95
2025
Q1 		$8.05K Buy
+30
New +$9.33K ﹤0.01% 152

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

Graybill Wealth Management's CRM Position: Q2 2025 in Review

Graybill Wealth Management sold out of Salesforce (CRM) in Q2 2025, closing a stake of 30 shares — an estimated $8.05K sold.

Graybill Wealth Management first reported a position in CRM in Q1 2025 and held it in 1 quarter. The position peaked at $8.05K in Q1 2025. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Graybill Wealth Management reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Graybill Wealth Management sold 30 Salesforce shares in Q2 2025, an estimated $8.05K.
  • Graybill Wealth Management first reported a position in Salesforce in Q1 2025 and held it in 1 quarter.
  • Graybill Wealth Management's Salesforce position peaked at $8.05K in Q1 2025.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Graybill Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.