Independent Wealth Network’s Salesforce CRM Stock Holding History

Independent Wealth Network’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	-2,507	Closed	-$594K	–	293
2025 Q3	$594K	Buy	+2,507	New	+$632K	0.19%	129

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Wealth Network's CRM Position: Q4 2025 in Review

Independent Wealth Network sold out of Salesforce (CRM) in Q4 2025, closing a stake of 2,507 shares — an estimated $594K sold.

Independent Wealth Network first reported a position in CRM in Q3 2025 and held it in 1 quarter. The position peaked at $594K in Q3 2025. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Independent Wealth Network reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Independent Wealth Network sold 2,507 Salesforce shares in Q4 2025, an estimated $594K.
Independent Wealth Network first reported a position in Salesforce in Q3 2025 and held it in 1 quarter.
Independent Wealth Network's Salesforce position peaked at $594K in Q3 2025.
2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Independent Wealth Network's 13F filing for Q4 2025, filed 26 Jan 2026.