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Parkside Advisors’s Salesforce CRM Stock Holding History

Parkside 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 		$628K Hold
2,299
– – 0.14% 48
2025
Q1 		$617K Hold
2,299
– – 0.15% 45
2024
Q4 		$770K Hold
2,299
– – 0.18% 42
2024
Q3 		$630K Hold
2,299
– – 0.15% 47
2024
Q2 		$591K Hold
2,299
– – 0.15% 46
2024
Q1 		$693K Hold
2,299
– – 0.18% 46
2023
Q4 		$605K Hold
2,299
– – 0.17% 43
2023
Q3 		$466K Hold
2,299
– – 0.14% 48
2023
Q2 		$486K Sell
2,299
-124
-5% -$25.3K 0.15% 43
2023
Q1 		$484K Hold
2,423
– – 0.16% 40
2022
Q4 		$321K Buy
2,423
+124
+5% +$18.1K 0.11% 58
2022
Q3 		$331K Sell
2,299
-5
-0.2% -$848 0.13% 40
2022
Q2 		$380K Buy
2,304
+5
+0.2% +$883 0.14% 38
2022
Q1 		$488K Hold
2,299
– – 0.15% 37
2021
Q4 		$584K Sell
2,299
-31
-1% -$8.71K 0.18% 35
2021
Q3 		$632K Buy
2,330
+31
+1% +$7.87K 0.2% 32
2021
Q2 		$562K Hold
2,299
– – 0.18% 36
2021
Q1 		$487K Hold
2,299
– – 0.17% 41
2020
Q4 		$512K Hold
2,299
– – 0.19% 39
2020
Q3 		$578K Hold
2,299
– – 0.25% 33
2020
Q2 		$431K Sell
2,299
-650
-22% -$110K 0.2% 40
2020
Q1 		$425K Buy
2,949
+1,301
+79% +$223K 0.23% 32
2019
Q4 		$268K Hold
1,648
– – 0.12% 53
2019
Q3 		$245K Hold
1,648
– – 0.13% 50
2019
Q2 		$250K Hold
1,648
– – 0.14% 50
2019
Q1 		$261K Hold
1,648
– – 0.15% 48
2018
Q4 		$226K Sell
1,648
-44
-3% -$6.05K 0.14% 55
2018
Q3 		$269K Hold
1,692
– – 0.18% 40
2018
Q2 		$231K Buy
+1,692
New +$216K 0.16% 38

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Parkside Advisors's CRM Position: Q2 2025 in Review

Parkside Advisors held its Salesforce (CRM) position steady in Q2 2025 at 2,299 shares worth $628K. The position accounts for 0.14% of the portfolio, ranked #48.

Parkside Advisors first reported a position in CRM in Q2 2018 and has held it in 29 quarters since. The position peaked at $770K in Q4 2024. 2,959 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Parkside Advisors held 2,299 shares of Salesforce worth $628K as of Q2 2025.
  • Parkside Advisors left its Salesforce share count unchanged in Q2 2025.
  • Salesforce made up 0.14% of Parkside Advisors's portfolio in Q2 2025, its #48 holding.
  • Parkside Advisors first reported a position in Salesforce in Q2 2018 and has held it in 29 quarters since.
  • Parkside Advisors's Salesforce position peaked at $770K in Q4 2024.
  • 2,959 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.