Lowe Wealth Advisors’s Salesforce CRM Stock Holding History

Lowe 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 Q3	$7.35K	Sell	31 -4	-11%	-$1.01K	﹤0.01%	268
2025 Q2	$9.54K	Hold	35	–	–	﹤0.01%	254
2025 Q1	$9.39K	Hold	35	–	–	﹤0.01%	254
2024 Q4	$11.7K	Buy	35 +17	+94%	+$5.42K	0.01%	219
2024 Q3	$4.93K	Hold	18	–	–	﹤0.01%	257
2024 Q2	$4.63K	Hold	18	–	–	﹤0.01%	252
2024 Q1	$5.42K	Hold	18	–	–	﹤0.01%	245
2023 Q4	$4.74K	Hold	18	–	–	﹤0.01%	253
2023 Q3	$3.65K	Hold	18	–	–	﹤0.01%	249
2023 Q2	$3.8K	Hold	18	–	–	﹤0.01%	278
2023 Q1	$3.6K	Hold	18	–	–	﹤0.01%	270
2022 Q4	$2.39K	Hold	18	–	–	﹤0.01%	296
2022 Q3	$3K	Hold	18	–	–	﹤0.01%	270
2022 Q2	$3K	Hold	18	–	–	﹤0.01%	258
2022 Q1	$4K	Hold	18	–	–	﹤0.01%	254
2021 Q4	$5K	Hold	18	–	–	﹤0.01%	228
2021 Q3	$5K	Buy	18 +10	+125%	+$2.54K	﹤0.01%	218
2021 Q2	$2K	Hold	8	–	–	﹤0.01%	247
2021 Q1	$2K	Hold	8	–	–	﹤0.01%	245
2020 Q4	$2K	Hold	8	–	–	﹤0.01%	238
2020 Q3	$2K	Hold	8	–	–	﹤0.01%	229
2020 Q2	$1K	Hold	8	–	–	﹤0.01%	242
2020 Q1	$1K	Hold	8	–	–	﹤0.01%	263
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	266
2019 Q3	$1K	Sell	8 -8	-50%	-$1.22K	﹤0.01%	255
2019 Q2	$2K	Hold	16	–	–	﹤0.01%	250
2019 Q1	$2K	Hold	16	–	–	﹤0.01%	220
2018 Q4	$2K	Hold	16	–	–	﹤0.01%	210
2018 Q3	$3K	Buy	+16	New	+$2.37K	﹤0.01%	226

Other funds holding CRM

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lowe Wealth Advisors's CRM Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its Salesforce (CRM) stake by 11% in Q3 2025, selling an estimated $1.01K and leaving 31 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Lowe Wealth Advisors first reported a position in CRM in Q3 2018 and has held it in 29 quarters since. The position peaked at $11.7K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Lowe Wealth Advisors held 31 shares of Salesforce worth $7.35K as of Q3 2025.
Lowe Wealth Advisors sold 4 Salesforce shares in Q3 2025, an estimated $1.01K.
Salesforce made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #268 holding.
Lowe Wealth Advisors first reported a position in Salesforce in Q3 2018 and has held it in 29 quarters since.
Lowe Wealth Advisors's Salesforce position peaked at $11.7K in Q4 2024.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.