PWM
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Prosperity Wealth Management’s Salesforce CRM Stock Holding History

Prosperity 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
Q4 		$876K Buy
+3,306
New +$822K 0.29% 82
2025
Q2 		– Sell
-2,278
Closed -$611K – 245
2025
Q1 		$611K Buy
2,278
+290
+15% +$90.2K 0.29% 78
2024
Q4 		$665K Buy
+1,988
New +$634K 0.27% 66

Other funds holding CRM

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prosperity Wealth Management's CRM Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in Salesforce (CRM) in Q4 2025: 3,306 shares worth $876K. The stake represents 0.29% of the portfolio and ranks #82 among its holdings. This is a return to the name: Prosperity Wealth Management previously reported a position in CRM as recently as Q1 2025.

Prosperity Wealth Management first reported a position in CRM in Q4 2024 and has held it in 3 quarters since. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Prosperity Wealth Management held 3,306 shares of Salesforce worth $876K as of Q4 2025.
  • Salesforce was a new Prosperity Wealth Management position in Q4 2025.
  • Salesforce made up 0.29% of Prosperity Wealth Management's portfolio in Q4 2025, its #82 holding.
  • Prosperity Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 3 quarters since.
  • 2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.