Keyes Stange & Wooten Wealth Management’s Salesforce CRM Stock Holding History

Keyes Stange & Wooten Wealth Management’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	–	Sell	-781	Closed	-$213K	–	74
2025 Q2	$213K	Sell	781 -20	-2%	-$5.35K	0.11%	66
2025 Q1	$215K	Sell	801 -36	-4%	-$11.2K	0.12%	62
2024 Q4	$280K	Sell	837 -27	-3%	-$8.62K	0.16%	60
2024 Q3	$236K	Sell	864 -18	-2%	-$4.61K	0.14%	61
2024 Q2	$227K	Buy	882 +24	+3%	+$6.42K	0.16%	59
2024 Q1	$258K	Sell	858 -16	-2%	-$4.62K	0.23%	52
2023 Q4	$230K	Buy	+874	New	+$198K	0.24%	51

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's CRM Position: Q3 2025 in Review

Keyes Stange & Wooten Wealth Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 781 shares — an estimated $213K sold.

Keyes Stange & Wooten Wealth Management first reported a position in CRM in Q4 2023 and held it in 7 quarters. The position peaked at $280K in Q4 2024. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Keyes Stange & Wooten Wealth Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Keyes Stange & Wooten Wealth Management sold 781 Salesforce shares in Q3 2025, an estimated $213K.
Keyes Stange & Wooten Wealth Management first reported a position in Salesforce in Q4 2023 and held it in 7 quarters.
Keyes Stange & Wooten Wealth Management's Salesforce position peaked at $280K in Q4 2024.
2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q3 2025, filed 25 Nov 2025.