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Outlook Wealth Advisors’s Salesforce CRM Stock Holding History

Outlook Wealth 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
-1,520
Closed -$408K – 273
2025
Q1 		$408K Sell
1,520
-23
-1% -$7.15K 0.11% 170
2024
Q4 		$516K Buy
1,543
+127
+9% +$40.5K 0.15% 132
2024
Q3 		$388K Buy
1,416
+25
+2% +$6.4K 0.11% 167
2024
Q2 		$358K Sell
1,391
-83
-6% -$22.2K 0.11% 176
2024
Q1 		$444K Buy
1,474
+262
+22% +$75.6K 0.14% 151
2023
Q4 		$319K Sell
1,212
-264
-18% -$59.7K 0.11% 164
2023
Q3 		$299K Buy
1,476
+337
+30% +$72.8K 0.11% 162
2023
Q2 		$241K Buy
+1,139
New +$233K 0.09% 179
2022
Q1 		– Sell
-853
Closed -$217K – 200
2021
Q4 		$217K Sell
853
-8
-0.9% -$2.25K 0.06% 190
2021
Q3 		$234K Sell
861
-106
-11% -$26.9K 0.08% 192
2021
Q2 		$236K Buy
+967
New +$223K 0.08% 193

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

Outlook Wealth Advisors's CRM Position: Q2 2025 in Review

Outlook Wealth Advisors sold out of Salesforce (CRM) in Q2 2025, closing a stake of 1,520 shares — an estimated $408K sold.

Outlook Wealth Advisors first reported a position in CRM in Q2 2021 and held it in 11 quarters. The position peaked at $516K in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Outlook Wealth Advisors reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 1,520 Salesforce shares in Q2 2025, an estimated $408K.
  • Outlook Wealth Advisors first reported a position in Salesforce in Q2 2021 and held it in 11 quarters.
  • Outlook Wealth Advisors's Salesforce position peaked at $516K in Q4 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Outlook Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.