PWM
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Parkworth Wealth Management’s Salesforce CRM Stock Holding History

Parkworth 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
Q2 		$6K Buy
22
+15
+214% +$4.01K ﹤0.01% 161
2025
Q1 		$1.88K Sell
7
-1
-13% -$311 ﹤0.01% 186
2024
Q4 		$2.34K Buy
+8
New +$2.55K ﹤0.01% 182

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

Parkworth Wealth Management's CRM Position: Q2 2025 in Review

Parkworth Wealth Management increased its Salesforce (CRM) stake by 214% in Q2 2025, buying an estimated $4.01K and bringing the position to 22 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

Parkworth Wealth Management first reported a position in CRM in Q4 2024 and has held it in 3 quarters since. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Parkworth Wealth Management held 22 shares of Salesforce worth $6K as of Q2 2025.
  • Parkworth Wealth Management bought 15 Salesforce shares in Q2 2025, an estimated $4.01K.
  • Salesforce made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #161 holding.
  • Parkworth Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 3 quarters since.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.