PJWM
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Philip James Wealth Mangement’s Salesforce CRM Stock Holding History

Philip James Wealth Mangement’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
Q3 		– Sell
-873
Closed -$238K – 183
2025
Q2 		$238K Hold
873
– – 0.03% 150
2025
Q1 		$234K Buy
+873
New +$272K 0.03% 153

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Philip James Wealth Mangement's CRM Position: Q3 2025 in Review

Philip James Wealth Mangement sold out of Salesforce (CRM) in Q3 2025, closing a stake of 873 shares — an estimated $238K sold.

Philip James Wealth Mangement first reported a position in CRM in Q1 2025 and held it in 2 quarters. The position peaked at $238K in Q2 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Philip James Wealth Mangement reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Philip James Wealth Mangement sold 873 Salesforce shares in Q3 2025, an estimated $238K.
  • Philip James Wealth Mangement first reported a position in Salesforce in Q1 2025 and held it in 2 quarters.
  • Philip James Wealth Mangement's Salesforce position peaked at $238K in Q2 2025.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Philip James Wealth Mangement's 13F filing for Q3 2025, filed 24 Oct 2025.