Intellus Advisors’s Salesforce CRM Stock Holding History

Intellus 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	–	Sell	-750	Closed	-$205K	–	136
2025 Q2	$205K	Hold	750	–	–	0.03%	129
2025 Q1	$201K	Sell	750 -100	-12%	-$31.1K	0.04%	115
2024 Q4	$284K	Buy	+850	New	+$271K	0.05%	90

Other funds holding CRM

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Intellus Advisors's CRM Position: Q3 2025 in Review

Intellus Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 750 shares — an estimated $205K sold.

Intellus Advisors first reported a position in CRM in Q4 2024 and held it in 3 quarters. The position peaked at $284K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Intellus Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Intellus Advisors sold 750 Salesforce shares in Q3 2025, an estimated $205K.
Intellus Advisors first reported a position in Salesforce in Q4 2024 and held it in 3 quarters.
Intellus Advisors's Salesforce position peaked at $284K in Q4 2024.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Intellus Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.