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GSB Wealth Management’s Salesforce CRM Stock Holding History

GSB 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
Q3 		– Sell
-746
Closed -$203K – 242
2025
Q2 		$203K Buy
+746
New +$199K 0.05% 221
2025
Q1 		– Sell
-723
Closed -$242K – 229
2024
Q4 		$242K Buy
+723
New +$231K 0.06% 198
2024
Q2 		– Sell
-708
Closed -$213K – 217
2024
Q1 		$213K Buy
+708
New +$204K 0.06% 207
2022
Q2 		– Sell
-2,262
Closed -$480K – 203
2022
Q1 		$480K Sell
2,262
-200
-8% -$43K 0.14% 164
2021
Q4 		$626K Buy
2,462
+885
+56% +$249K 0.18% 148
2021
Q3 		$428K Sell
1,577
-233
-13% -$59.2K 0.22% 99
2021
Q2 		$442K Hold
1,810
– – 0.14% 161
2021
Q1 		$383K Buy
+1,810
New +$403K 0.13% 161

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

GSB Wealth Management's CRM Position: Q3 2025 in Review

GSB Wealth Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 746 shares — an estimated $203K sold.

GSB Wealth Management first reported a position in CRM in Q1 2021 and held it in 8 quarters. The position peaked at $626K in Q4 2021. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • GSB Wealth Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • GSB Wealth Management sold 746 Salesforce shares in Q3 2025, an estimated $203K.
  • GSB Wealth Management first reported a position in Salesforce in Q1 2021 and held it in 8 quarters.
  • GSB Wealth Management's Salesforce position peaked at $626K in Q4 2021.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on GSB Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.