LWM Advisory Services’s Salesforce CRM Stock Holding History

LWM Advisory Services’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 Q2	–	Sell	-809	Closed	-$218K	–	95
2025 Q1	$218K	Buy	809 +11	+1%	+$3.42K	0.15%	92
2024 Q4	$265K	Buy	+798	New	+$255K	0.18%	83
2024 Q1	–	Sell	-864	Closed	-$227K	–	89
2023 Q4	$227K	Buy	+864	New	+$196K	0.2%	74
2022 Q4	–	Sell	-3,927	Closed	-$569K	–	93
2022 Q3	$569K	Buy	3,927 +486	+14%	+$82.4K	0.64%	45
2022 Q2	$568K	Buy	3,441 +9	+0.3%	+$1.59K	0.68%	42
2022 Q1	$729K	Buy	3,432 +363	+12%	+$78.1K	0.91%	30
2021 Q4	$780K	Buy	+3,069	New	+$862K	0.97%	29

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

LWM Advisory Services's CRM Position: Q2 2025 in Review

LWM Advisory Services sold out of Salesforce (CRM) in Q2 2025, closing a stake of 809 shares — an estimated $218K sold.

LWM Advisory Services first reported a position in CRM in Q4 2021 and held it in 7 quarters. The position peaked at $780K in Q4 2021. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

LWM Advisory Services reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
LWM Advisory Services sold 809 Salesforce shares in Q2 2025, an estimated $218K.
LWM Advisory Services first reported a position in Salesforce in Q4 2021 and held it in 7 quarters.
LWM Advisory Services's Salesforce position peaked at $780K in Q4 2021.
2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on LWM Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.