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Northwest Financial Advisors’s Salesforce CRM Stock Holding History

Northwest Financial Advisors’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
-2,270
Closed -$609K – 100
2025
Q1 		$609K Buy
2,270
+282
+14% +$87.7K 0.51% 49
2024
Q4 		$665K Buy
1,988
+2
+0.1% +$638 0.55% 45
2024
Q3 		$544K Sell
1,986
-16
-0.8% -$4.1K 0.43% 53
2024
Q2 		$515K Sell
2,002
-160
-7% -$42.8K 0.52% 50
2024
Q1 		$651K Hold
2,162
– – 0.71% 33
2023
Q4 		$569K Buy
+2,162
New +$489K 0.48% 38

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

Northwest Financial Advisors's CRM Position: Q2 2025 in Review

Northwest Financial Advisors sold out of Salesforce (CRM) in Q2 2025, closing a stake of 2,270 shares — an estimated $609K sold.

Northwest Financial Advisors first reported a position in CRM in Q4 2023 and held it in 6 quarters. The position peaked at $665K in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Northwest Financial Advisors reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 2,270 Salesforce shares in Q2 2025, an estimated $609K.
  • Northwest Financial Advisors first reported a position in Salesforce in Q4 2023 and held it in 6 quarters.
  • Northwest Financial Advisors's Salesforce position peaked at $665K in Q4 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Northwest Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.