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Lockerman Financial Group’s Salesforce CRM Stock Holding History

Lockerman Financial 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
-769
Closed -$210K – 122
2025
Q2 		$210K Sell
769
-25
-3% -$6.68K 0.28% 118
2025
Q1 		$213K Sell
794
-17
-2% -$5.29K 0.32% 109
2024
Q4 		$271K Sell
811
-11
-1% -$3.51K 0.46% 75
2024
Q3 		$225K Buy
822
+6
+0.7% +$1.54K 0.38% 98
2024
Q2 		$210K Buy
+816
New +$218K 0.38% 101

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

Lockerman Financial Group's CRM Position: Q3 2025 in Review

Lockerman Financial Group sold out of Salesforce (CRM) in Q3 2025, closing a stake of 769 shares — an estimated $210K sold.

Lockerman Financial Group first reported a position in CRM in Q2 2024 and held it in 5 quarters. The position peaked at $271K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Lockerman Financial Group reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 769 Salesforce shares in Q3 2025, an estimated $210K.
  • Lockerman Financial Group first reported a position in Salesforce in Q2 2024 and held it in 5 quarters.
  • Lockerman Financial Group's Salesforce position peaked at $271K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Lockerman Financial Group's 13F filing for Q3 2025, filed 16 Oct 2025.