Signal Advisors Wealth’s Salesforce CRM Stock Holding History

Signal Advisors Wealth’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	–	Sell	-918	Closed	-$218K	–	507
2025 Q3	$218K	Sell	918 -344	-27%	-$86.8K	0.02%	432
2025 Q2	$344K	Buy	1,262 +349	+38%	+$93.3K	0.03%	348
2025 Q1	$245K	Sell	913 -89	-9%	-$27.7K	0.02%	393
2024 Q4	$336K	Sell	1,002 -150	-13%	-$47.9K	0.04%	337
2024 Q3	$315K	Buy	+1,152	New	+$295K	0.05%	342
2024 Q2	–	Sell	-5,031	Closed	-$1.52M	–	108
2024 Q1	$1.52M	Buy	5,031 +783	+18%	+$226K	0.38%	69
2023 Q4	$1.12M	Buy	+4,248	New	+$961K	0.39%	64

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

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

Signal Advisors Wealth sold out of Salesforce (CRM) in Q4 2025, closing a stake of 918 shares — an estimated $218K sold.

Signal Advisors Wealth first reported a position in CRM in Q4 2023 and held it in 7 quarters. The position peaked at $1.52M in Q1 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Signal Advisors Wealth reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Signal Advisors Wealth sold 918 Salesforce shares in Q4 2025, an estimated $218K.
Signal Advisors Wealth first reported a position in Salesforce in Q4 2023 and held it in 7 quarters.
Signal Advisors Wealth's Salesforce position peaked at $1.52M in Q1 2024.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Signal Advisors Wealth's 13F filing for Q4 2025, filed 13 Jan 2026.