Sagace Wealth Management’s Salesforce CRM Stock Holding History

Sagace 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 Q3	–	Sell	-820	Closed	-$224K	–	67
2025 Q2	$224K	Buy	+820	New	+$219K	0.17%	61

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Sagace Wealth Management's CRM Position: Q3 2025 in Review

Sagace Wealth Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 820 shares — an estimated $224K sold.

Sagace Wealth Management first reported a position in CRM in Q2 2025 and held it in 1 quarter. The position peaked at $224K in Q2 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Sagace Wealth Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Sagace Wealth Management sold 820 Salesforce shares in Q3 2025, an estimated $224K.
Sagace Wealth Management first reported a position in Salesforce in Q2 2025 and held it in 1 quarter.
Sagace Wealth Management's Salesforce position peaked at $224K in Q2 2025.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Sagace Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.