Pathway Financial Advisors’s Salesforce CRM Stock Holding History

Pathway Financial 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	-1,621	Closed	-$435K	–	143
2025 Q1	$435K	Hold	1,621	–	–	0.08%	102
2024 Q4	$542K	Sell	1,621 -13	-0.8%	-$4.15K	0.12%	89
2024 Q3	$447K	Buy	1,634 +102	+7%	+$26.1K	0.11%	96
2024 Q2	$394K	Sell	1,532 -23	-1%	-$6.15K	0.11%	100
2024 Q1	$468K	Buy	1,555 +23	+2%	+$6.64K	0.13%	93
2023 Q4	$403K	Hold	1,532	–	–	0.12%	97
2023 Q3	$311K	Hold	1,532	–	–	0.11%	97
2023 Q2	$324K	Hold	1,532	–	–	0.11%	94
2023 Q1	$306K	Hold	1,532	–	–	0.1%	92
2022 Q4	$203K	Hold	1,532	–	–	0.06%	121
2022 Q3	$220K	Sell	1,532 -38	-2%	-$6.44K	0.08%	120
2022 Q2	$259K	Hold	1,570	–	–	0.11%	110
2022 Q1	$333K	Buy	1,570 +38	+2%	+$8.18K	0.12%	94
2021 Q4	$356K	Buy	+1,532	New	+$430K	0.13%	88
2021 Q1	$343K	Hold	1,532	–	–	0.14%	84
2020 Q4	$332K	Hold	1,532	–	–	0.14%	76
2020 Q3	$388K	Hold	1,532	–	–	0.15%	57
2020 Q2	$287K	Hold	1,532	–	–	0.09%	73
2020 Q1	$206K	Hold	1,532	–	–	0.07%	92
2019 Q4	$284K	Hold	1,532	–	–	0.08%	89
2019 Q3	$247K	Hold	1,532	–	–	0.07%	86
2019 Q2	$232K	Hold	1,532	–	–	0.07%	87
2019 Q1	$243K	Hold	1,532	–	–	0.08%	84
2018 Q4	$210K	Hold	1,532	–	–	0.12%	86
2018 Q3	$223K	Hold	1,532	–	–	0.12%	84
2018 Q2	$209K	Hold	1,532	–	–	0.12%	84
2018 Q1	$178K	Hold	1,532	–	–	0.1%	94
2017 Q4	$157K	Buy	+1,532	New	+$156K	0.09%	108

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pathway Financial Advisors's CRM Position: Q2 2025 in Review

Pathway Financial Advisors sold out of Salesforce (CRM) in Q2 2025, closing a stake of 1,621 shares — an estimated $435K sold.

Pathway Financial Advisors first reported a position in CRM in Q4 2017 and held it in 28 quarters. The position peaked at $542K in Q4 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Pathway Financial Advisors reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
Pathway Financial Advisors sold 1,621 Salesforce shares in Q2 2025, an estimated $435K.
Pathway Financial Advisors first reported a position in Salesforce in Q4 2017 and held it in 28 quarters.
Pathway Financial Advisors's Salesforce position peaked at $542K in Q4 2024.
2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Pathway Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.