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Kathleen S. Wright Associates’s Salesforce CRM Stock Holding History

Kathleen S. Wright Associates’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 		$27.7K Hold
117
– – 0.01% 176
2025
Q2 		$31.9K Hold
117
– – 0.01% 173
2025
Q1 		$31.4K Hold
117
– – 0.01% 166
2024
Q4 		$39.1K Hold
117
– – 0.02% 160
2024
Q3 		$32K Hold
117
– – 0.01% 177
2024
Q2 		$30.1K Hold
117
– – 0.01% 159
2024
Q1 		$35.2K Hold
117
– – 0.02% 144
2023
Q4 		$30.8K Buy
+117
New +$26.5K 0.02% 137

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kathleen S. Wright Associates's CRM Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Salesforce (CRM) position steady in Q3 2025 at 117 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #176.

Kathleen S. Wright Associates first reported a position in CRM in Q4 2023 and has held it in 8 quarters since. The position peaked at $39.1K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Kathleen S. Wright Associates held 117 shares of Salesforce worth $27.7K as of Q3 2025.
  • Kathleen S. Wright Associates left its Salesforce share count unchanged in Q3 2025.
  • Salesforce made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #176 holding.
  • Kathleen S. Wright Associates first reported a position in Salesforce in Q4 2023 and has held it in 8 quarters since.
  • Kathleen S. Wright Associates's Salesforce position peaked at $39.1K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.