MinichMacGregor Wealth Management’s Salesforce CRM Stock Holding History

MinichMacGregor 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 Q1	–	Sell	-717	Closed	-$240K	–	128
2024 Q4	$240K	Buy	+717	New	+$229K	0.05%	109
2023 Q1	–	Sell	-232	Closed	-$30.8K	–	204
2022 Q4	$30.8K	Buy	+232	New	+$33.9K	0.01%	236
2018 Q4	–	Sell	-106	Closed	-$16K	–	181
2018 Q3	$16K	Sell	106 -1	-0.9%	-$148	0.01%	248
2018 Q2	$15K	Hold	107	–	–	0.01%	245
2018 Q1	$12K	Sell	107 -5	-4%	-$574	0.01%	279
2017 Q4	$11K	Sell	112 -2	-2%	-$204	0.01%	285
2017 Q3	$10K	Hold	114	–	–	0.01%	281
2017 Q2	$9K	Sell	114 -32	-22%	-$2.79K	0.01%	285
2017 Q1	$12K	Sell	146 -32	-18%	-$2.56K	0.01%	245
2016 Q4	$12K	Buy	178 +29	+19%	+$2.1K	0.01%	234
2016 Q3	$10K	Sell	149 -1	-0.7%	-$78	0.01%	261
2016 Q2	$11K	Hold	150	–	–	0.01%	244
2016 Q1	$11K	Sell	150 -30	-17%	-$2.07K	0.01%	234
2015 Q4	$13K	Buy	+180	New	+$14.1K	0.01%	203

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Norges Bank Oslo, Norway $935B AUM

MinichMacGregor Wealth Management's CRM Position: Q1 2025 in Review

MinichMacGregor Wealth Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 717 shares — an estimated $240K sold.

MinichMacGregor Wealth Management first reported a position in CRM in Q4 2015 and held it in 14 quarters. The position peaked at $240K in Q4 2024. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

MinichMacGregor Wealth Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
MinichMacGregor Wealth Management sold 717 Salesforce shares in Q1 2025, an estimated $240K.
MinichMacGregor Wealth Management first reported a position in Salesforce in Q4 2015 and held it in 14 quarters.
MinichMacGregor Wealth Management's Salesforce position peaked at $240K in Q4 2024.
2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.