Ruedi Wealth Management’s Salesforce CRM Stock Holding History

Ruedi 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 Q2	–	Sell	-113	Closed	-$30.3K	–	111
2025 Q1	$30.3K	Hold	113	–	–	0.01%	108
2024 Q4	$37.8K	Hold	113	–	–	0.01%	96
2024 Q3	$30.9K	Sell	113 -26	-19%	-$6.66K	0.01%	107
2024 Q2	$35.7K	Buy	139 +53	+62%	+$14.2K	0.01%	101
2024 Q1	$25.9K	Buy	86 +56	+187%	+$16.2K	0.01%	114
2023 Q4	$7.89K	Hold	30	–	–	﹤0.01%	154
2023 Q3	$6.08K	Buy	+30	New	+$6.48K	﹤0.01%	152

Other funds holding CRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ruedi Wealth Management's CRM Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Salesforce (CRM) in Q2 2025, closing a stake of 113 shares — an estimated $30.3K sold.

Ruedi Wealth Management first reported a position in CRM in Q3 2023 and held it in 7 quarters. The position peaked at $37.8K in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Ruedi Wealth Management reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 113 Salesforce shares in Q2 2025, an estimated $30.3K.
Ruedi Wealth Management first reported a position in Salesforce in Q3 2023 and held it in 7 quarters.
Ruedi Wealth Management's Salesforce position peaked at $37.8K in Q4 2024.
2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.