KWMG
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King Wealth Management Group’s Salesforce CRM Stock Holding History

King Wealth Management Group’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
-2,455
Closed -$669K – 162
2025
Q2 		$669K Buy
2,455
+1,026
+72% +$274K 0.09% 83
2025
Q1 		$383K Buy
+1,429
New +$444K 0.06% 110
2024
Q4 		– Sell
-1,423
Closed -$389K – 156
2024
Q3 		$389K Sell
1,423
-1,379
-49% -$353K 0.06% 105
2024
Q2 		$720K Buy
2,802
+2,132
+318% +$570K 0.12% 69
2024
Q1 		$202K Buy
+670
New +$193K 0.04% 139
2023
Q3 		– Sell
-1,464
Closed -$309K – 146
2023
Q2 		$309K Sell
1,464
-48
-3% -$9.8K 0.06% 112
2023
Q1 		$302K Sell
1,512
-2,000
-57% -$338K 0.07% 111
2022
Q4 		$466K Sell
3,512
-2,550
-42% -$372K 0.11% 83
2022
Q3 		$872K Sell
6,062
-388
-6% -$65.8K 0.22% 60
2022
Q2 		$1.06M Sell
6,450
-10,434
-62% -$1.84M 0.26% 52
2022
Q1 		$3.58M Sell
16,884
-1,596
-9% -$343K 0.7% 30
2021
Q4 		$4.7M Sell
18,480
-1,282
-6% -$360K 0.87% 26
2021
Q3 		$5.36M Sell
19,762
-1,278
-6% -$325K 1.1% 23
2021
Q2 		$5.14M Sell
21,040
-24,671
-54% -$5.69M 1.05% 23
2021
Q1 		$9.69M Buy
45,711
+127
+0.3% +$28.3K 2.17% 16
2020
Q4 		$10.1M Buy
45,584
+9,692
+27% +$2.36M 2.38% 10
2020
Q3 		$9.02M Buy
35,892
+845
+2% +$185K 2.34% 11
2020
Q2 		$6.57M Sell
35,047
-6,243
-15% -$1.05M 1.93% 13
2020
Q1 		$5.95M Sell
41,290
-1,250
-3% -$214K 2.57% 11
2019
Q4 		$6.92M Buy
42,540
+706
+2% +$111K 1.83% 17
2019
Q3 		$6.21M Buy
41,834
+2,217
+6% +$337K 1.78% 17
2019
Q2 		$6.01M Buy
39,617
+3,927
+11% +$615K 1.8% 18
2019
Q1 		$5.65M Buy
35,690
+7,967
+29% +$1.23M 1.77% 16
2018
Q4 		$3.8M Buy
27,723
+518
+2% +$71.3K 1.37% 21
2018
Q3 		$4.33M Buy
+27,205
New +$4.04M 1.35% 21

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

King Wealth Management Group's CRM Position: Q3 2025 in Review

King Wealth Management Group sold out of Salesforce (CRM) in Q3 2025, closing a stake of 2,455 shares — an estimated $669K sold.

King Wealth Management Group first reported a position in CRM in Q3 2018 and held it in 25 quarters. The position peaked at $10.1M in Q4 2020. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • King Wealth Management Group reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • King Wealth Management Group sold 2,455 Salesforce shares in Q3 2025, an estimated $669K.
  • King Wealth Management Group first reported a position in Salesforce in Q3 2018 and held it in 25 quarters.
  • King Wealth Management Group's Salesforce position peaked at $10.1M in Q4 2020.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on King Wealth Management Group's 13F filing for Q3 2025, filed 7 Nov 2025.