Grey Fox Wealth Advisors’s Salesforce CRM Stock Holding History

Grey Fox Wealth 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 Q4	–	Sell	-74	Closed	-$17.7K	–	228
2025 Q3	$17.7K	Buy	+74	New	+$18.7K	﹤0.01%	349
2023 Q2	–	Sell	-61	Closed	-$12.2K	–	187
2023 Q1	$12.2K	Buy	61 +16	+36%	+$2.7K	0.01%	296
2022 Q4	$5.97K	Buy	+45	New	+$6.57K	﹤0.01%	307

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Grey Fox Wealth Advisors's CRM Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Salesforce (CRM) in Q4 2025, closing a stake of 74 shares — an estimated $17.7K sold.

Grey Fox Wealth Advisors first reported a position in CRM in Q4 2022 and held it in 3 quarters. The position peaked at $17.7K in Q3 2025. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 74 Salesforce shares in Q4 2025, an estimated $17.7K.
Grey Fox Wealth Advisors first reported a position in Salesforce in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Salesforce position peaked at $17.7K in Q3 2025.
2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.