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LifeWealth Investments’s Salesforce CRM Stock Holding History

LifeWealth Investments’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
-2,054
Closed -$560K – 214
2025
Q2 		$560K Buy
2,054
+1,041
+103% +$278K 0.1% 131
2025
Q1 		$272K Buy
1,013
+96
+10% +$29.9K 0.06% 175
2024
Q4 		$307K Buy
+917
New +$293K 0.2% 107

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

LifeWealth Investments's CRM Position: Q3 2025 in Review

LifeWealth Investments sold out of Salesforce (CRM) in Q3 2025, closing a stake of 2,054 shares — an estimated $560K sold.

LifeWealth Investments first reported a position in CRM in Q4 2024 and held it in 3 quarters. The position peaked at $560K in Q2 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • LifeWealth Investments reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • LifeWealth Investments sold 2,054 Salesforce shares in Q3 2025, an estimated $560K.
  • LifeWealth Investments first reported a position in Salesforce in Q4 2024 and held it in 3 quarters.
  • LifeWealth Investments's Salesforce position peaked at $560K in Q2 2025.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on LifeWealth Investments's 13F filing for Q3 2025, filed 20 Oct 2025.