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Pacific Capital Wealth Advisors’s Salesforce CRM Stock Holding History

Pacific Capital 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
Q1 		– Sell
-224
Closed -$74.9K – 147
2024
Q4 		$74.9K Sell
224
-14
-6% -$4.47K 0.01% 124
2024
Q3 		$65.1K Buy
238
+96
+68% +$24.6K 0.01% 141
2024
Q2 		$36.5K Buy
142
+121
+576% +$32.4K 0.01% 181
2024
Q1 		$6.33K Buy
+21
New +$6.06K ﹤0.01% 274

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pacific Capital Wealth Advisors's CRM Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Salesforce (CRM) in Q1 2025, closing a stake of 224 shares — an estimated $74.9K sold.

Pacific Capital Wealth Advisors first reported a position in CRM in Q1 2024 and held it in 4 quarters. The position peaked at $74.9K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 224 Salesforce shares in Q1 2025, an estimated $74.9K.
  • Pacific Capital Wealth Advisors first reported a position in Salesforce in Q1 2024 and held it in 4 quarters.
  • Pacific Capital Wealth Advisors's Salesforce position peaked at $74.9K in Q4 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.