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Redhawk Wealth Advisors’s Salesforce CRM Stock Holding History

Redhawk Wealth Advisors’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
-800
Closed -$218K – 347
2025
Q2 		$218K Sell
800
-14
-2% -$3.74K 0.03% 313
2025
Q1 		$218K Sell
814
-4
-0.5% -$1.24K 0.03% 276
2024
Q4 		$274K Buy
818
+5
+0.6% +$1.6K 0.04% 244
2024
Q3 		$223K Sell
813
-151
-16% -$38.7K 0.03% 285
2024
Q2 		$248K Sell
964
-171
-15% -$45.8K 0.04% 259
2024
Q1 		$342K Buy
1,135
+101
+10% +$29.1K 0.06% 232
2023
Q4 		$272K Buy
+1,034
New +$234K 0.05% 241
2022
Q1 		– Sell
-2,073
Closed -$527K – 222
2021
Q4 		$527K Buy
+2,073
New +$582K 0.13% 107
2020
Q4 		– Sell
-2,305
Closed -$579K – 230
2020
Q3 		$579K Buy
+2,305
New +$505K 0.17% 111

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

Redhawk Wealth Advisors's CRM Position: Q3 2025 in Review

Redhawk Wealth Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 800 shares — an estimated $218K sold.

Redhawk Wealth Advisors first reported a position in CRM in Q3 2020 and held it in 9 quarters. The position peaked at $579K in Q3 2020. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Redhawk Wealth Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 800 Salesforce shares in Q3 2025, an estimated $218K.
  • Redhawk Wealth Advisors first reported a position in Salesforce in Q3 2020 and held it in 9 quarters.
  • Redhawk Wealth Advisors's Salesforce position peaked at $579K in Q3 2020.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.