PPWM
CRM icon

PFG Private Wealth Management’s Salesforce CRM Stock Holding History

PFG Private 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
-3
Closed -$675 – 94
2025
Q1 		$675 Buy
+3
New +$933 ﹤0.01% 246
2023
Q4 		– Sell
-395
Closed -$80.1K – 246
2023
Q3 		$80.1K Buy
+395
New +$85.3K 0.06% 72

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

PFG Private Wealth Management's CRM Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Salesforce (CRM) in Q2 2025, closing a stake of 3 shares — an estimated $675 sold.

PFG Private Wealth Management first reported a position in CRM in Q3 2023 and held it in 2 quarters. The position peaked at $80.1K in Q3 2023. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • PFG Private Wealth Management reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 3 Salesforce shares in Q2 2025, an estimated $675.
  • PFG Private Wealth Management first reported a position in Salesforce in Q3 2023 and held it in 2 quarters.
  • PFG Private Wealth Management's Salesforce position peaked at $80.1K in Q3 2023.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.