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Hutchinson Financial Advisors’s Salesforce CRM Stock Holding History

Hutchinson Financial 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
Q3 		$820K Sell
3,461
-882
-20% -$222K 0.81% 45
2025
Q2 		$1.18M Buy
+4,343
New +$1.16M 1.33% 36

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Hutchinson Financial Advisors's CRM Position: Q3 2025 in Review

Hutchinson Financial Advisors reduced its Salesforce (CRM) stake by 20% in Q3 2025, selling an estimated $222K and leaving 3,461 shares worth $820K. The position accounts for 0.81% of the portfolio, ranked #45.

Hutchinson Financial Advisors first reported a position in CRM in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.18M in Q2 2025. 2,810 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Hutchinson Financial Advisors held 3,461 shares of Salesforce worth $820K as of Q3 2025.
  • Hutchinson Financial Advisors sold 882 Salesforce shares in Q3 2025, an estimated $222K.
  • Salesforce made up 0.81% of Hutchinson Financial Advisors's portfolio in Q3 2025, its #45 holding.
  • Hutchinson Financial Advisors first reported a position in Salesforce in Q2 2025 and has held it in 2 quarters since.
  • Hutchinson Financial Advisors's Salesforce position peaked at $1.18M in Q2 2025.
  • 2,810 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Hutchinson Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.