RBWA
CRM icon

RFG - Bristol Wealth Advisors’s Salesforce CRM Stock Holding History

RFG - Bristol 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
-1,784
Closed -$486K – 179
2025
Q2 		$486K Sell
1,784
-307
-15% -$82.1K 0.15% 110
2025
Q1 		$561K Sell
2,091
-51
-2% -$15.9K 0.19% 96
2024
Q4 		$716K Buy
+2,142
New +$684K 0.24% 84

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

RFG - Bristol Wealth Advisors's CRM Position: Q3 2025 in Review

RFG - Bristol Wealth Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,784 shares — an estimated $486K sold.

RFG - Bristol Wealth Advisors first reported a position in CRM in Q4 2024 and held it in 3 quarters. The position peaked at $716K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • RFG - Bristol Wealth Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • RFG - Bristol Wealth Advisors sold 1,784 Salesforce shares in Q3 2025, an estimated $486K.
  • RFG - Bristol Wealth Advisors first reported a position in Salesforce in Q4 2024 and held it in 3 quarters.
  • RFG - Bristol Wealth Advisors's Salesforce position peaked at $716K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.