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Mattson Financial Services’s Salesforce CRM Stock Holding History

Mattson Financial 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
Q3 		– Sell
-3,158
Closed -$861K – 195
2025
Q2 		$861K Buy
3,158
+44
+1% +$11.8K 0.23% 119
2025
Q1 		$836K Sell
3,114
-384
-11% -$119K 0.25% 118
2024
Q4 		$957K Buy
3,498
+3,490
+43,625% +$1.11M 0.3% 108
2024
Q3 		$2.06K Hold
8
– – ﹤0.01% 239
2024
Q2 		$2.06K Buy
+8
New +$2.14K ﹤0.01% 239

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

Mattson Financial Services's CRM Position: Q3 2025 in Review

Mattson Financial Services sold out of Salesforce (CRM) in Q3 2025, closing a stake of 3,158 shares — an estimated $861K sold.

Mattson Financial Services first reported a position in CRM in Q2 2024 and held it in 5 quarters. The position peaked at $957K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Mattson Financial Services reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Mattson Financial Services sold 3,158 Salesforce shares in Q3 2025, an estimated $861K.
  • Mattson Financial Services first reported a position in Salesforce in Q2 2024 and held it in 5 quarters.
  • Mattson Financial Services's Salesforce position peaked at $957K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Mattson Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.