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IronOak Wealth’s Salesforce CRM Stock Holding History

IronOak 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 		$2.06M Buy
+7,543
New +$2.02M 2% 17
2024
Q4 		$1.27M Buy
+3,797
New +$1.21M 1.42% 28

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IronOak Wealth's CRM Position: Q2 2025 in Review

IronOak Wealth opened a new position in Salesforce (CRM) in Q2 2025: 7,543 shares worth $2.06M. The stake represents 2% of the portfolio and ranks #17 among its holdings. This is a return to the name: IronOak Wealth previously reported a position in CRM as recently as Q4 2024.

IronOak Wealth first reported a position in CRM in Q4 2024 and has held it in 2 quarters since. 2,959 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • IronOak Wealth held 7,543 shares of Salesforce worth $2.06M as of Q2 2025.
  • Salesforce was a new IronOak Wealth position in Q2 2025.
  • Salesforce made up 2% of IronOak Wealth's portfolio in Q2 2025, its #17 holding.
  • IronOak Wealth first reported a position in Salesforce in Q4 2024 and has held it in 2 quarters since.
  • 2,959 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

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