PWM
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Puff Wealth Management’s Salesforce CRM Stock Holding History

Puff 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 		$220K Buy
+868
New +$216K 0.28% 66
2025
Q3 		– Sell
-859
Closed -$234K – 76
2025
Q2 		$234K Buy
859
+14
+2% +$3.74K 0.17% 93
2025
Q1 		$227K Sell
845
-19
-2% -$5.91K 0.21% 79
2024
Q4 		$289K Buy
+864
New +$276K 0.5% 45

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Puff Wealth Management opened a new position in Salesforce (CRM) in Q4 2025: 868 shares worth $220K. The stake represents 0.28% of the portfolio and ranks #66 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in CRM as recently as Q2 2025.

Puff Wealth Management first reported a position in CRM in Q4 2024 and has held it in 4 quarters since. The position peaked at $289K in Q4 2024. 2,950 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Puff Wealth Management held 868 shares of Salesforce worth $220K as of Q4 2025.
  • Salesforce was a new Puff Wealth Management position in Q4 2025.
  • Salesforce made up 0.28% of Puff Wealth Management's portfolio in Q4 2025, its #66 holding.
  • Puff Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 4 quarters since.
  • Puff Wealth Management's Salesforce position peaked at $289K in Q4 2024.
  • 2,950 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Puff Wealth Management's 13F filing for Q4 2025, filed 7 Jan 2026.