IWM
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Iams Wealth Management’s Salesforce CRM Stock Holding History

Iams 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
-1,836
Closed -$493K – 170
2025
Q1 		$493K Hold
1,836
– – 0.23% 112
2024
Q4 		$614K Sell
1,836
-6
-0.3% -$1.92K 0.28% 91
2024
Q3 		$504K Sell
1,842
-397
-18% -$102K 0.25% 102
2024
Q2 		$576K Buy
+2,239
New +$599K 0.32% 87

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

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

Iams Wealth Management sold out of Salesforce (CRM) in Q2 2025, closing a stake of 1,836 shares — an estimated $493K sold.

Iams Wealth Management first reported a position in CRM in Q2 2024 and held it in 4 quarters. The position peaked at $614K in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Iams Wealth Management reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Iams Wealth Management sold 1,836 Salesforce shares in Q2 2025, an estimated $493K.
  • Iams Wealth Management first reported a position in Salesforce in Q2 2024 and held it in 4 quarters.
  • Iams Wealth Management's Salesforce position peaked at $614K in Q4 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Iams Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.