Pension & Wealth Management Advisors’s Salesforce CRM Stock Holding History

Pension & Wealth Management 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 Q4	–	Sell	-83	Closed	-$19.9K	–	552
2025 Q3	$19.9K	Buy	83 +78	+1,560%	+$19.7K	0.01%	359
2025 Q2	$1.57K	Hold	5	–	–	﹤0.01%	440
2025 Q1	$1.54K	Sell	5 -86	-95%	-$26.7K	﹤0.01%	421
2024 Q4	$30.5K	Buy	+91	New	+$29K	0.01%	305
2023 Q4	–	Sell	-26	Closed	-$5.27K	–	320
2023 Q3	$5.27K	Hold	26	–	–	﹤0.01%	220
2023 Q2	$5.49K	Hold	26	–	–	﹤0.01%	223
2023 Q1	$5.19K	Buy	+26	New	+$4.39K	﹤0.01%	236

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pension & Wealth Management Advisors's CRM Position: Q4 2025 in Review

Pension & Wealth Management Advisors sold out of Salesforce (CRM) in Q4 2025, closing a stake of 83 shares — an estimated $19.9K sold.

Pension & Wealth Management Advisors first reported a position in CRM in Q1 2023 and held it in 7 quarters. The position peaked at $30.5K in Q4 2024. 2,946 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Pension & Wealth Management Advisors reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Pension & Wealth Management Advisors sold 83 Salesforce shares in Q4 2025, an estimated $19.9K.
Pension & Wealth Management Advisors first reported a position in Salesforce in Q1 2023 and held it in 7 quarters.
Pension & Wealth Management Advisors's Salesforce position peaked at $30.5K in Q4 2024.
2,946 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q4 2025, filed 7 Aug 2026.