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Mid-American Wealth Advisory Group’s Salesforce CRM Stock Holding History

Mid-American Wealth Advisory Group’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
-34
Closed -$9.27K – 102
2025
Q2 		$9.27K Buy
+34
New +$9.09K ﹤0.01% 179

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

Mid-American Wealth Advisory Group's CRM Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Salesforce (CRM) in Q3 2025, closing a stake of 34 shares — an estimated $9.27K sold.

Mid-American Wealth Advisory Group first reported a position in CRM in Q2 2025 and held it in 1 quarter. The position peaked at $9.27K in Q2 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 34 Salesforce shares in Q3 2025, an estimated $9.27K.
  • Mid-American Wealth Advisory Group first reported a position in Salesforce in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Salesforce position peaked at $9.27K in Q2 2025.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.