JWCA
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J.W. Coons Advisors’s Salesforce CRM Stock Holding History

J.W. Coons 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
Q2 		$567K Buy
2,078
+200
+11% +$53.5K 0.13% 146
2025
Q1 		$504K Buy
1,878
+255
+16% +$79.3K 0.13% 143
2024
Q4 		$543K Sell
1,623
-105
-6% -$33.5K 0.14% 137
2024
Q3 		$473K Buy
1,728
+26
+2% +$6.66K 0.12% 158
2024
Q2 		$438K Buy
1,702
+421
+33% +$113K 0.11% 155
2024
Q1 		$386K Buy
+1,281
New +$370K 0.09% 174

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

J.W. Coons Advisors's CRM Position: Q2 2025 in Review

J.W. Coons Advisors increased its Salesforce (CRM) stake by 11% in Q2 2025, buying an estimated $53.5K and bringing the position to 2,078 shares worth $567K. The position accounts for 0.13% of the portfolio, ranked #146.

J.W. Coons Advisors first reported a position in CRM in Q1 2024 and has held it in 6 quarters since. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • J.W. Coons Advisors held 2,078 shares of Salesforce worth $567K as of Q2 2025.
  • J.W. Coons Advisors bought 200 Salesforce shares in Q2 2025, an estimated $53.5K.
  • Salesforce made up 0.13% of J.W. Coons Advisors's portfolio in Q2 2025, its #146 holding.
  • J.W. Coons Advisors first reported a position in Salesforce in Q1 2024 and has held it in 6 quarters since.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.