Iron Horse Wealth Management’s Salesforce CRM Stock Holding History

Iron Horse 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	$115K	Buy	423 +1	+0.2%	+$267	0.03%	85
2025 Q1	$113K	Buy	422 +170	+67%	+$52.9K	0.04%	71
2024 Q4	$84.3K	Hold	252	–	–	0.03%	80
2024 Q3	$68.9K	Buy	252 +17	+7%	+$4.35K	0.02%	92
2024 Q2	$60.5K	Buy	+235	New	+$62.9K	0.02%	88
2022 Q3	–	Sell	-24	Closed	-$4K	–	170
2022 Q2	$4K	Buy	24 +4	+20%	+$707	﹤0.01%	156
2022 Q1	$4K	Buy	+20	New	+$4.3K	﹤0.01%	170

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Iron Horse Wealth Management's CRM Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Salesforce (CRM) stake by 0.24% in Q2 2025, buying an estimated $267 and bringing the position to 423 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #85.

Iron Horse Wealth Management first reported a position in CRM in Q1 2022 and has held it in 7 quarters since. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Iron Horse Wealth Management held 423 shares of Salesforce worth $115K as of Q2 2025.
Iron Horse Wealth Management bought 1 Salesforce share in Q2 2025, an estimated $267.
Salesforce made up 0.03% of Iron Horse Wealth Management's portfolio in Q2 2025, its #85 holding.
Iron Horse Wealth Management first reported a position in Salesforce in Q1 2022 and has held it in 7 quarters since.
2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.