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Long Run Wealth Advisors’s Salesforce CRM Stock Holding History

Long Run Wealth 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
Q4 		$389K Buy
1,468
+36
+3% +$8.95K 0.07% 83
2025
Q3 		$339K Buy
1,432
+39
+3% +$9.84K 0.07% 83
2025
Q2 		$380K Sell
1,393
-403
-22% -$108K 0.08% 80
2025
Q1 		$482K Buy
1,796
+255
+17% +$79.3K 0.11% 79
2024
Q4 		$515K Sell
1,541
-421
-21% -$134K 0.12% 73
2024
Q3 		$537K Buy
+1,962
New +$503K 0.13% 71

Other funds holding CRM

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Long Run Wealth Advisors's CRM Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Salesforce (CRM) stake by 2.5% in Q4 2025, buying an estimated $8.95K and bringing the position to 1,468 shares worth $389K. The position accounts for 0.07% of the portfolio, ranked #83.

Long Run Wealth Advisors first reported a position in CRM in Q3 2024 and has held it in 6 quarters since. The position peaked at $537K in Q3 2024. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Long Run Wealth Advisors held 1,468 shares of Salesforce worth $389K as of Q4 2025.
  • Long Run Wealth Advisors bought 36 Salesforce shares in Q4 2025, an estimated $8.95K.
  • Salesforce made up 0.07% of Long Run Wealth Advisors's portfolio in Q4 2025, its #83 holding.
  • Long Run Wealth Advisors first reported a position in Salesforce in Q3 2024 and has held it in 6 quarters since.
  • Long Run Wealth Advisors's Salesforce position peaked at $537K in Q3 2024.
  • 2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.