MTWM
CRM icon

Masso Torrence Wealth Management’s Salesforce CRM Stock Holding History

Masso Torrence Wealth Management’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 		$916K Buy
3,863
+112
+3% +$28.2K 0.38% 44
2025
Q2 		$1.02M Buy
3,751
+249
+7% +$66.6K 0.47% 39
2025
Q1 		$940K Buy
3,502
+122
+4% +$37.9K 0.5% 39
2024
Q4 		$1.13M Buy
3,380
+153
+5% +$48.8K 0.59% 32
2024
Q3 		$883K Sell
3,227
-173
-5% -$44.3K 0.48% 40
2024
Q2 		$874K Buy
3,400
+158
+5% +$42.3K 0.48% 40
2024
Q1 		$976K Buy
3,242
+90
+3% +$26K 0.58% 40
2023
Q4 		$829K Buy
3,152
+553
+21% +$125K 0.57% 41
2023
Q3 		$527K Sell
2,599
-71
-3% -$15.3K 0.41% 54
2023
Q2 		$564K Buy
2,670
+40
+2% +$8.16K 0.41% 50
2023
Q1 		$525K Sell
2,630
-461
-15% -$77.9K 0.42% 53
2022
Q4 		$410K Sell
3,091
-1,025
-25% -$150K 0.33% 61
2022
Q3 		$592K Buy
4,116
+372
+10% +$63.1K 0.52% 39
2022
Q2 		$618K Buy
3,744
+253
+7% +$44.7K 0.54% 36
2022
Q1 		$741K Buy
3,491
+141
+4% +$30.3K 0.59% 36
2021
Q4 		$851K Buy
+3,350
New +$941K 0.6% 39

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

Masso Torrence Wealth Management's CRM Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its Salesforce (CRM) stake by 3% in Q3 2025, buying an estimated $28.2K and bringing the position to 3,863 shares worth $916K. The position accounts for 0.38% of the portfolio, ranked #44.

Masso Torrence Wealth Management first reported a position in CRM in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.13M in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Masso Torrence Wealth Management held 3,863 shares of Salesforce worth $916K as of Q3 2025.
  • Masso Torrence Wealth Management bought 112 Salesforce shares in Q3 2025, an estimated $28.2K.
  • Salesforce made up 0.38% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #44 holding.
  • Masso Torrence Wealth Management first reported a position in Salesforce in Q4 2021 and has held it in 16 quarters since.
  • Masso Torrence Wealth Management's Salesforce position peaked at $1.13M in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.