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IronBridge Private Wealth’s Salesforce CRM Stock Holding History

IronBridge Private Wealth’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
-11,386
Closed -$3.06M – 44
2025
Q1 		$3.06M Buy
+11,386
New +$3.54M 1.2% 25
2023
Q3 		– Sell
-8,177
Closed -$1.73M – 38
2023
Q2 		$1.73M Buy
+8,177
New +$1.67M 0.97% 26
2022
Q1 		– Sell
-7
Closed -$2K – 84
2021
Q4 		$2K Hold
7
– – ﹤0.01% 265
2021
Q3 		$2K Buy
+7
New +$1.78K ﹤0.01% 248

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

IronBridge Private Wealth's CRM Position: Q2 2025 in Review

IronBridge Private Wealth sold out of Salesforce (CRM) in Q2 2025, closing a stake of 11,386 shares — an estimated $3.06M sold.

IronBridge Private Wealth first reported a position in CRM in Q3 2021 and held it in 4 quarters. The position peaked at $3.06M in Q1 2025. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • IronBridge Private Wealth reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • IronBridge Private Wealth sold 11,386 Salesforce shares in Q2 2025, an estimated $3.06M.
  • IronBridge Private Wealth first reported a position in Salesforce in Q3 2021 and held it in 4 quarters.
  • IronBridge Private Wealth's Salesforce position peaked at $3.06M in Q1 2025.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on IronBridge Private Wealth's 13F filing for Q2 2025, filed 10 Oct 2025.