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Parisi Gray Wealth Management’s Salesforce CRM Stock Holding History

Parisi Gray Wealth 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
Q3 		– Sell
-2,026
Closed -$553K – 125
2025
Q2 		$553K Sell
2,026
-1,217
-38% -$325K 0.16% 80
2025
Q1 		$870K Buy
3,243
+1,828
+129% +$569K 0.28% 62
2024
Q4 		$473K Buy
1,415
+146
+12% +$46.6K 0.15% 78
2024
Q3 		$347K Buy
1,269
+63
+5% +$16.1K 0.11% 84
2024
Q2 		$310K Buy
1,206
+128
+12% +$34.3K 0.11% 89
2024
Q1 		$325K Buy
1,078
+27
+3% +$7.79K 0.12% 88
2023
Q4 		$277K Sell
1,051
-37
-3% -$8.37K 0.11% 85
2023
Q3 		$221K Buy
+1,088
New +$235K 0.1% 95
2022
Q2 		– Sell
-1,274
Closed -$270K – 107
2022
Q1 		$270K Buy
1,274
+456
+56% +$98.1K 0.11% 101
2021
Q4 		$208K Buy
+818
New +$230K 0.08% 122
2021
Q3 		– Sell
-435
Closed -$106K – 223
2021
Q2 		$106K Buy
+435
New +$100K 0.04% 193
2019
Q2 		– Sell
-288
Closed -$46K – 189
2019
Q1 		$46K Hold
288
– – 0.03% 228
2018
Q4 		$39K Hold
288
– – 0.03% 236
2018
Q3 		$46K Hold
288
– – 0.03% 236
2018
Q2 		$41K Hold
288
– – 0.03% 258
2018
Q1 		$34K Hold
288
– – 0.03% 273
2017
Q4 		$30K Buy
+288
New +$29.4K 0.02% 291

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parisi Gray Wealth Management's CRM Position: Q3 2025 in Review

Parisi Gray Wealth Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 2,026 shares — an estimated $553K sold.

Parisi Gray Wealth Management first reported a position in CRM in Q4 2017 and held it in 17 quarters. The position peaked at $870K in Q1 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Parisi Gray Wealth Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 2,026 Salesforce shares in Q3 2025, an estimated $553K.
  • Parisi Gray Wealth Management first reported a position in Salesforce in Q4 2017 and held it in 17 quarters.
  • Parisi Gray Wealth Management's Salesforce position peaked at $870K in Q1 2025.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.