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Greystone Financial Group’s Salesforce CRM Stock Holding History

Greystone 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
Q3 		– Sell
-4,710
Closed -$1.28M – 103
2025
Q2 		$1.28M Buy
4,710
+458
+11% +$122K 0.21% 58
2025
Q1 		$1.14M Buy
4,252
+1,421
+50% +$442K 0.21% 62
2024
Q4 		$947K Sell
2,831
-55
-2% -$17.6K 0.16% 66
2024
Q3 		$790K Sell
2,886
-709
-20% -$182K 0.14% 74
2024
Q2 		$924K Sell
3,595
-41
-1% -$11K 0.18% 64
2024
Q1 		$1.1M Buy
3,636
+542
+18% +$156K 0.22% 56
2023
Q4 		$814K Buy
3,094
+33
+1% +$7.47K 0.19% 62
2023
Q3 		$621K Buy
3,061
+804
+36% +$174K 0.15% 72
2023
Q2 		$477K Buy
+2,257
New +$461K 0.11% 81
2023
Q1 		– Sell
-4,183
Closed -$555K – 95
2022
Q4 		$555K Sell
4,183
-3,605
-46% -$526K 0.16% 65
2022
Q3 		$1.12M Sell
7,788
-1,047
-12% -$178K 0.38% 46
2022
Q2 		$1.46M Buy
8,835
+569
+7% +$101K 0.45% 42
2022
Q1 		$1.75M Buy
8,266
+4,782
+137% +$1.03M 0.44% 45
2021
Q4 		$885K Buy
3,484
+302
+9% +$84.9K 0.21% 76
2021
Q3 		$863K Buy
+3,182
New +$808K 0.26% 66

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greystone Financial Group's CRM Position: Q3 2025 in Review

Greystone Financial Group sold out of Salesforce (CRM) in Q3 2025, closing a stake of 4,710 shares — an estimated $1.28M sold.

Greystone Financial Group first reported a position in CRM in Q3 2021 and held it in 15 quarters. The position peaked at $1.75M in Q1 2022. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Greystone Financial Group reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Greystone Financial Group sold 4,710 Salesforce shares in Q3 2025, an estimated $1.28M.
  • Greystone Financial Group first reported a position in Salesforce in Q3 2021 and held it in 15 quarters.
  • Greystone Financial Group's Salesforce position peaked at $1.75M in Q1 2022.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Greystone Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.