Kaufman Rossin Wealth’s Salesforce CRM Stock Holding History

Kaufman Rossin 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	-914	Closed	-$245K	–	159
2025 Q1	$245K	Buy	+914	New	+$284K	0.18%	114

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

Kaufman Rossin Wealth's CRM Position: Q2 2025 in Review

Kaufman Rossin Wealth sold out of Salesforce (CRM) in Q2 2025, closing a stake of 914 shares — an estimated $245K sold.

Kaufman Rossin Wealth first reported a position in CRM in Q1 2025 and held it in 1 quarter. The position peaked at $245K in Q1 2025. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Kaufman Rossin Wealth reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
Kaufman Rossin Wealth sold 914 Salesforce shares in Q2 2025, an estimated $245K.
Kaufman Rossin Wealth first reported a position in Salesforce in Q1 2025 and held it in 1 quarter.
Kaufman Rossin Wealth's Salesforce position peaked at $245K in Q1 2025.
2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2025, filed 11 Jul 2025.