Kingsman Wealth Management’s Salesforce CRM Stock Holding History

Kingsman 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 Q4	–	Sell	-894	Closed	-$212K	–	67
2025 Q3	$212K	Sell	894 -262	-23%	-$66.1K	0.12%	68
2025 Q2	$315K	Sell	1,156 -387	-25%	-$103K	0.2%	51
2025 Q1	$414K	Buy	+1,543	New	+$480K	0.3%	44

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Kingsman Wealth Management's CRM Position: Q4 2025 in Review

Kingsman Wealth Management sold out of Salesforce (CRM) in Q4 2025, closing a stake of 894 shares — an estimated $212K sold.

Kingsman Wealth Management first reported a position in CRM in Q1 2025 and held it in 3 quarters. The position peaked at $414K in Q1 2025. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Kingsman Wealth Management reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Kingsman Wealth Management sold 894 Salesforce shares in Q4 2025, an estimated $212K.
Kingsman Wealth Management first reported a position in Salesforce in Q1 2025 and held it in 3 quarters.
Kingsman Wealth Management's Salesforce position peaked at $414K in Q1 2025.
2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Kingsman Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.