HWM
CRM icon

Howard Wealth Management’s Salesforce CRM Stock Holding History

Howard 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
-1,917
Closed -$515K – 122
2025
Q1 		$515K Sell
1,917
-5
-0.3% -$1.55K 0.29% 75
2024
Q4 		$643K Buy
+1,922
New +$613K 0.35% 68
2020
Q1 		– Sell
-32
Closed -$5K – 180
2019
Q4 		$5K Buy
+32
New +$5.02K ﹤0.01% 391

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

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

Howard Wealth Management sold out of Salesforce (CRM) in Q2 2025, closing a stake of 1,917 shares — an estimated $515K sold.

Howard Wealth Management first reported a position in CRM in Q4 2019 and held it in 3 quarters. The position peaked at $643K in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Howard Wealth Management reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Howard Wealth Management sold 1,917 Salesforce shares in Q2 2025, an estimated $515K.
  • Howard Wealth Management first reported a position in Salesforce in Q4 2019 and held it in 3 quarters.
  • Howard Wealth Management's Salesforce position peaked at $643K in Q4 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Howard Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.