Redmont Wealth Advisors’s Salesforce CRM Stock Holding History

Redmont 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 Q4	$13.2K	Hold	50	–	–	0.02%	162
2025 Q3	$11.8K	Hold	50	–	–	0.02%	173
2025 Q2	$13.6K	Buy	+50	New	+$13.4K	0.02%	163
2024 Q4	–	Sell	-50	Closed	-$13.7K	–	119
2024 Q3	$13.7K	Hold	50	–	–	0.02%	162
2024 Q2	$12.9K	Hold	50	–	–	0.02%	166
2024 Q1	$15.1K	Buy	+50	New	+$14.4K	0.02%	163
2023 Q1	–	Sell	-5,200	Closed	-$689K	–	75
2022 Q4	$689K	Hold	5,200	–	–	0.81%	27
2022 Q3	$748K	Sell	5,200 -100	-2%	-$17K	0.97%	20
2022 Q2	$875K	Hold	5,300	–	–	1.06%	18
2022 Q1	$1.13M	Hold	5,300	–	–	1.2%	15
2021 Q4	$1.35M	Buy	+5,300	New	+$1.49M	1.44%	12

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Redmont Wealth Advisors's CRM Position: Q4 2025 in Review

Redmont Wealth Advisors held its Salesforce (CRM) position steady in Q4 2025 at 50 shares worth $13.2K. The position accounts for 0.02% of the portfolio, ranked #162.

Redmont Wealth Advisors first reported a position in CRM in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.35M in Q4 2021. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Redmont Wealth Advisors held 50 shares of Salesforce worth $13.2K as of Q4 2025.
Redmont Wealth Advisors left its Salesforce share count unchanged in Q4 2025.
Salesforce made up 0.02% of Redmont Wealth Advisors's portfolio in Q4 2025, its #162 holding.
Redmont Wealth Advisors first reported a position in Salesforce in Q4 2021 and has held it in 11 quarters since.
Redmont Wealth Advisors's Salesforce position peaked at $1.35M in Q4 2021.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.