PWM
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Peterson Wealth Management’s Salesforce CRM Stock Holding History

Peterson 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 		– Sell
-7,987
Closed -$2.14M – 44
2025
Q1 		$2.14M Buy
7,987
+262
+3% +$81.5K 1.44% 25
2024
Q4 		$2.58M Buy
7,725
+362
+5% +$116K 1.54% 24
2024
Q3 		$2.02M Sell
7,363
-1,240
-14% -$318K 1.29% 27
2024
Q2 		$2.21M Buy
8,603
+2,158
+33% +$577K 1.37% 27
2024
Q1 		$1.94M Buy
6,445
+1,713
+36% +$494K 1.4% 28
2023
Q4 		$1.25M Sell
4,732
-103
-2% -$23.3K 1.12% 30
2023
Q3 		$980K Buy
4,835
+143
+3% +$30.9K 0.81% 33
2023
Q2 		$991K Buy
+4,692
New +$958K 0.79% 34

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

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

Peterson Wealth Management sold out of Salesforce (CRM) in Q2 2025, closing a stake of 7,987 shares — an estimated $2.14M sold.

Peterson Wealth Management first reported a position in CRM in Q2 2023 and held it in 8 quarters. The position peaked at $2.58M in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Peterson Wealth Management reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Peterson Wealth Management sold 7,987 Salesforce shares in Q2 2025, an estimated $2.14M.
  • Peterson Wealth Management first reported a position in Salesforce in Q2 2023 and held it in 8 quarters.
  • Peterson Wealth Management's Salesforce position peaked at $2.58M in Q4 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Peterson Wealth Management's 13F filing for Q2 2025, filed 15 Oct 2025.