MWM
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MorganRosel Wealth Management’s Salesforce CRM Stock Holding History

MorganRosel 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 		– Sell
-24
Closed -$6.54K – 163
2025
Q2 		$6.54K Hold
24
– – ﹤0.01% 272
2025
Q1 		$6.44K Buy
+24
New +$7.46K ﹤0.01% 262

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

MorganRosel Wealth Management's CRM Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 24 shares — an estimated $6.54K sold.

MorganRosel Wealth Management first reported a position in CRM in Q1 2025 and held it in 2 quarters. The position peaked at $6.54K in Q2 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 24 Salesforce shares in Q3 2025, an estimated $6.54K.
  • MorganRosel Wealth Management first reported a position in Salesforce in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Salesforce position peaked at $6.54K in Q2 2025.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.