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Lifeworks Advisors’s Salesforce CRM Stock Holding History

Lifeworks Advisors’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
-1,420
Closed -$387K – 330
2025
Q2 		$387K Buy
1,420
+40
+3% +$10.7K 0.06% 227
2025
Q1 		$370K Buy
1,380
+325
+31% +$101K 0.06% 224
2024
Q4 		$353K Buy
1,055
+223
+27% +$71.2K 0.06% 208
2024
Q3 		$228K Buy
+832
New +$213K 0.04% 272

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

Lifeworks Advisors's CRM Position: Q3 2025 in Review

Lifeworks Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,420 shares — an estimated $387K sold.

Lifeworks Advisors first reported a position in CRM in Q3 2024 and held it in 4 quarters. The position peaked at $387K in Q2 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Lifeworks Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 1,420 Salesforce shares in Q3 2025, an estimated $387K.
  • Lifeworks Advisors first reported a position in Salesforce in Q3 2024 and held it in 4 quarters.
  • Lifeworks Advisors's Salesforce position peaked at $387K in Q2 2025.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Lifeworks Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.