Scott Marsh Financial’s Salesforce CRM Stock Holding History

Scott Marsh Financial’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	$661K	Buy	+2,424	New	+$648K	0.25%	127

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

Scott Marsh Financial's CRM Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Salesforce (CRM) in Q2 2025: 2,424 shares worth $661K. The stake represents 0.25% of the portfolio and ranks #127 among its holdings.

2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Scott Marsh Financial held 2,424 shares of Salesforce worth $661K as of Q2 2025.
Salesforce was a new Scott Marsh Financial position in Q2 2025.
Salesforce made up 0.25% of Scott Marsh Financial's portfolio in Q2 2025, its #127 holding.
2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.