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MWA Asset Management’s Salesforce CRM Stock Holding History

MWA Asset 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
Q4 		– Sell
-1,826
Closed -$433K – 122
2025
Q3 		$433K Sell
1,826
-1,802
-50% -$454K 0.24% 86
2025
Q2 		$989K Buy
3,628
+24
+0.7% +$6.42K 0.61% 49
2025
Q1 		$967K Sell
3,604
-16
-0.4% -$4.98K 0.67% 48
2024
Q4 		$1.21M Sell
3,620
-203
-5% -$64.8K 0.81% 41
2024
Q3 		$1.05M Sell
3,823
-504
-12% -$129K 0.7% 47
2024
Q2 		$1.11M Sell
4,327
-105
-2% -$28.1K 0.79% 42
2024
Q1 		$1.33M Buy
4,432
+67
+2% +$19.3K 0.97% 36
2023
Q4 		$1.15M Buy
4,365
+210
+5% +$47.5K 0.95% 38
2023
Q3 		$843K Buy
+4,155
New +$898K 0.81% 41

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MWA Asset Management's CRM Position: Q4 2025 in Review

MWA Asset Management sold out of Salesforce (CRM) in Q4 2025, closing a stake of 1,826 shares — an estimated $433K sold.

MWA Asset Management first reported a position in CRM in Q3 2023 and held it in 9 quarters. The position peaked at $1.33M in Q1 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • MWA Asset Management reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • MWA Asset Management sold 1,826 Salesforce shares in Q4 2025, an estimated $433K.
  • MWA Asset Management first reported a position in Salesforce in Q3 2023 and held it in 9 quarters.
  • MWA Asset Management's Salesforce position peaked at $1.33M in Q1 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on MWA Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.