Heartwood Wealth Advisors’s Salesforce CRM Stock Holding History

Heartwood 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	-15	Closed	-$3.56K	–	291
2025 Q3	$3.56K	Buy	+15	New	+$3.78K	﹤0.01%	447

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Heartwood Wealth Advisors's CRM Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Salesforce (CRM) in Q4 2025, closing a stake of 15 shares — an estimated $3.56K sold.

Heartwood Wealth Advisors first reported a position in CRM in Q3 2025 and held it in 1 quarter. The position peaked at $3.56K in Q3 2025. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 15 Salesforce shares in Q4 2025, an estimated $3.56K.
Heartwood Wealth Advisors first reported a position in Salesforce in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Salesforce position peaked at $3.56K in Q3 2025.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.