MAG
CRM icon

MRA Advisory Group’s Salesforce CRM Stock Holding History

MRA 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
Q2 		– Sell
-747
Closed -$200K – 143
2025
Q1 		$200K Sell
747
-15
-2% -$4.67K 0.11% 117
2024
Q4 		$255K Sell
762
-242
-24% -$77.2K 0.14% 84
2024
Q3 		$275K Buy
1,004
+100
+11% +$25.6K 0.15% 75
2024
Q2 		$232K Hold
904
– – 0.13% 89
2024
Q1 		$272K Sell
904
-22
-2% -$6.35K 0.16% 74
2023
Q4 		$244K Buy
+926
New +$210K 0.16% 80
2023
Q3 		– Sell
-1,042
Closed -$220K – 126
2023
Q2 		$220K Sell
1,042
-186
-15% -$38K 0.15% 114
2023
Q1 		$245K Buy
+1,228
New +$207K 0.18% 103
2022
Q2 		– Sell
-1,170
Closed -$248K – 107
2022
Q1 		$248K Buy
1,170
+27
+2% +$5.81K 0.19% 88
2021
Q4 		$290K Sell
1,143
-64
-5% -$18K 0.22% 85
2021
Q3 		$327K Hold
1,207
– – 0.28% 80
2021
Q2 		$295K Buy
1,207
+83
+7% +$19.1K 0.25% 86
2021
Q1 		$238K Sell
1,124
-6
-0.5% -$1.34K 0.22% 92
2020
Q4 		$251K Buy
+1,130
New +$275K 0.25% 84

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MRA Advisory Group's CRM Position: Q2 2025 in Review

MRA Advisory Group sold out of Salesforce (CRM) in Q2 2025, closing a stake of 747 shares — an estimated $200K sold.

MRA Advisory Group first reported a position in CRM in Q4 2020 and held it in 14 quarters. The position peaked at $327K in Q3 2021. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • MRA Advisory Group reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • MRA Advisory Group sold 747 Salesforce shares in Q2 2025, an estimated $200K.
  • MRA Advisory Group first reported a position in Salesforce in Q4 2020 and held it in 14 quarters.
  • MRA Advisory Group's Salesforce position peaked at $327K in Q3 2021.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on MRA Advisory Group's 13F filing for Q2 2025, filed 8 Jul 2025.