National Wealth Management Group’s Salesforce CRM Stock Holding History

National Wealth Management 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 Q4	–	Sell	-2,676	Closed	-$634K	–	254
2025 Q3	$634K	Buy	2,676 +1,478	+123%	+$373K	0.24%	99
2025 Q2	$327K	Buy	+1,198	New	+$320K	0.18%	122
2024 Q2	–	Sell	-1,088	Closed	-$328K	–	137
2024 Q1	$328K	Sell	1,088 -1,318	-55%	-$380K	0.25%	101
2023 Q4	$633K	Buy	2,406 +152	+7%	+$34.4K	0.61%	44
2023 Q3	$457K	Buy	+2,254	New	+$487K	0.5%	62
2023 Q2	–	Sell	-1,681	Closed	-$339K	–	137
2023 Q1	$339K	Buy	+1,681	New	+$284K	0.39%	86

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

National Wealth Management Group's CRM Position: Q4 2025 in Review

National Wealth Management Group sold out of Salesforce (CRM) in Q4 2025, closing a stake of 2,676 shares — an estimated $634K sold.

National Wealth Management Group first reported a position in CRM in Q1 2023 and held it in 6 quarters. The position peaked at $634K in Q3 2025. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

National Wealth Management Group reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
National Wealth Management Group sold 2,676 Salesforce shares in Q4 2025, an estimated $634K.
National Wealth Management Group first reported a position in Salesforce in Q1 2023 and held it in 6 quarters.
National Wealth Management Group's Salesforce position peaked at $634K in Q3 2025.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.